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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Calculating your potential Social Security benefit is a three-step process.
The true cost of raising a child may be far more than you expect.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?