Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Ascertaining the value of your business is important for a variety of reasons.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Military families face unique challenges, making personal finance even more critical.
Read this overview to learn how financial advisors are compensated.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What is your plan for health care during retirement?
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.