If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Three important factors when it comes to your financial life.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are 5 reason why you may consider working through retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.
