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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Do You Owe The AMT?
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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Marriage changes everything, including your insurance needs.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.