Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Six overlooked tax deductions to help manage your tax bill.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It's important to understand the pros and cons when considering a prepaid debit card.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.