Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Four vacation destinations you might never have thought of.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Beware of these traps that could upend your retirement.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The federal government requires deceased individuals to file a final income tax return.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a few things to consider when buying or leasing your next vehicle.
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.