The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are 4 great, and sometimes unexpected, places to raise a family.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding how a stock works is key to understanding your investments.
Marriage changes everything, including your insurance needs.
Purchasing homeowners insurance is critical for protecting your home.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.