Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
However exciting retiring abroad may sound, it deserves considerable planning.
Military families face unique challenges, making personal finance even more critical.
Lifestyle considerations in creating your retirement portfolio.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Marriage changes everything, including your insurance needs.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.