Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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.
Saving for College 101
Here’s a crash course on saving for college.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are ways to improve your physical fitness without denting your fiscal fitness.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The federal government requires deceased individuals to file a final income tax return.
Calculating your potential Social Security benefit is a three-step process.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What is your plan for health care during retirement?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The market is as unpredictable as the weather. We’d love to help you prepare.