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Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are ways to improve your physical fitness without denting your fiscal fitness.
Here's a breakdown of how the federal government spends your tax money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A four-step framework for building a personal legacy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.