Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Try these activities to keep your brain sharp.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Important items to consider when purchasing condo insurance.
How long does a $20 bill last?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.