Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
To choose a plan, it’s important to ask yourself four key questions.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Bonds may outperform stocks one year only to have stocks rebound the next.
Simple steps may help you foil hackers and protect your privacy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.