Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This checklist can give you a quick snapshot of how prepared you are.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Tax preparation may be the perfect time to give the household budget a check-up.
It's important to make sure your retirement strategy anticipates health-care expenses.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.