Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The true cost of raising a child may be far more than you expect.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
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 are some key concepts to understand when investing for retirement
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
When should you take your Social Security benefit?
Women must be ready to spend, on average, more years in retirement than men.