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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are four very good reasons to start investing. Do you know what they are?
Understanding how a stock works is key to understanding your investments.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Get ready to enjoy America’s national park system with this helpful article.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a few things to consider when buying or leasing your next vehicle.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How does your ideal retirement differ from reality, and what can we do to better align the two?
For women, retirement strategy is a long race. It’s helpful to know the route.
With alternative investments, it’s critical to sort through the complexity.