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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Protect yourself against the damage that your homeowners policy doesn’t cover.
How literate are you when it comes to your finances? Brush up with these five basics.
It's important to understand the pros and cons when considering a prepaid debit card.
Simple steps may help you foil hackers and protect your privacy.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?