A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
An increasing number have been developed to help individuals with their personal finances.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”