Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.