From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Apps that help small business owners better manage and grow their business.
How long does a $20 bill last?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirees traveling abroad need to know that their health insurance travels with them.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.