Rightsizing for Retirement
What does your home really cost?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This worksheet can help you estimate the costs of a four-year college program.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?