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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Building Your Legacy
A four-step framework for building a personal legacy.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Even low inflation rates can pose a threat to investment returns.
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?