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Determine your potential long-term care needs and how long your current assets might last.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s a link between debt and stress.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This article can be a helpful guide when begin preparing for education expenses.
Five phases to changing unhealthy behaviors.
Five overlooked tax deductions to help manage your tax bill.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
It’s never a bad time to speak with your financial professional about changes in your situation.
An amusing and whimsical look at behavioral finance best practices for investors.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
Here are five facts about Social Security that might surprise you.