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What’s the deal with your yearly free credit report?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Life insurance proceeds are generally tax-free. But not in all cases.
It's important to make sure your retirement strategy anticipates health-care expenses.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
For some, the social impact of investing is just as important as the return, perhaps more important.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A quick history of the Federal Reserve and overview of what it does.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.