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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Four vacation destinations you might never have thought of.
What can be learned from the savings rate?
What kind of auto insurance should you have? Do you know?
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A special needs trust helps care for a special needs child when you’re gone.