Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five strategies for managing your student debt.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How will you weather the ups and downs of the business cycle?