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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you’re married and have children, insurance needs will be different.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding how a stock works is key to understanding your investments.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
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
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.