When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A four-step framework for building a personal legacy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Do your insurance needs stay the same when the nest empties?
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.