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Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Marriage changes everything, including your insurance needs.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?