There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do you know where the idea of “retirement” comes from?
Technology tips to make your next trip even better.
Read this overview to learn how financial advisors are compensated.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.