Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?