Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirees traveling abroad need to know that their health insurance travels with them.
An increasing number have been developed to help individuals with their personal finances.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding how a stock works is key to understanding your investments.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.