A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
For some, the social impact of investing is just as important as the return, perhaps more important.
What’s the deal with your yearly free credit report?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The federal government requires deceased individuals to file a final income tax return.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here are five facts about Social Security that are important to keep in mind.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that vacation home, you invested the money?