What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There’s a link between debt and stress.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The true cost of raising a child may be far more than you expect.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Knowing your options when a CD matures can help you make a sound investment decision.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Investors seeking world investments can choose between global and international funds. What's the difference?