Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
However exciting retiring abroad may sound, it deserves considerable planning.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The true cost of raising a child may be far more than you expect.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.