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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Rightsizing for Retirement

What does your home really cost?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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