A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Five phases to changing unhealthy behaviors.
If you find it hard to attain personal life goals, there’s an app for that!
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.