Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There are things about Social Security that might surprise you.
Good employee health can be great for the company’s bottom line.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
One way to find money is to examine your current spending habits and eliminate money wasters.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Three things to consider before dipping into retirement savings to pay for college.
There are things you can do to keep yourself safe when you lose your wallet.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, infiltrating the world of bonds.