Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Are women prepared for a 20-year retirement?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Is your estate in order? This short quiz may help you assess your overall strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When markets shift, experienced investors stick to their strategy.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial professional about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.