9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
An inside look at how marginal income tax brackets work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When markets shift, experienced investors stick to their strategy.
For women, retirement strategy is a long race. It’s helpful to know the route.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.