When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
