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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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