Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Bonds may outperform stocks one year only to have stocks rebound the next.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It's important to make sure your retirement strategy anticipates health-care expenses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.