Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.