And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The federal government requires deceased individuals to file a final income tax return.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.