What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are common mistakes you can avoid when saving for retirement.
Ascertaining the value of your business is important for a variety of reasons.
However exciting retiring abroad may sound, it deserves considerable planning.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a few things to consider when buying or leasing your next vehicle.
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, cracking the code on bonds.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.