Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There are ways to improve your physical fitness without denting your fiscal fitness.
It's important to make sure your retirement strategy anticipates health-care expenses.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
There are hundreds of ETFs available. Should you invest in them?