Wealth / Retirement Planning
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn a little about worldwide currency in this fun infographic
Tips on insuring your teen driver.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Try these activities to keep your brain sharp.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.