Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A letter of instruction provides additional and more personal information regarding your estate.
A windfall from a loved one can be both rewarding and complicated.
There are four very good reasons to start investing. Do you know what they are?
Building wealth requires protection from the forces of wealth destruction.
Information vs. instinct. Are your choices based on evidence of emotion?
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.