A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When you’re married and have children, insurance needs will be different.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?
Here are five facts about Social Security that might surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
It's easy to let investments accumulate like old receipts in a junk drawer.