Wealth / Retirement Planning
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Around the country, attitudes about retirement are shifting.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This worksheet can help you estimate the costs of a four-year college program.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What’s the deal with your yearly free credit report?
There’s a link between debt and stress.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.