Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Medicare’s popular program, offering free gym membership and health education.
Do you understand these common mobile slang terms?
Without your knowing, your investment portfolio could be off-kilter.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
With alternative investments, it’s critical to sort through the complexity.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?