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Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Lifestyle considerations in creating your retirement portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How long does a $20 bill last?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.