Here are five facts about Social Security that are important to keep in mind.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Earnings season can move markets. What is it and why is it important?
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.