Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are five facts about Social Security that are important to keep in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
