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Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What If You Get Audited?

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

Saving for College 101

Here’s a crash course on saving for college.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

An Arm and a Leg

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.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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