Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This checklist can give you a quick snapshot of how prepared you are.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, cracking the code on bonds.
Here’s a quick guide to checking to see if you have unclaimed money.
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”