What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Even low inflation rates over an extended period of time can impact your finances in retirement.
Marriage changes everything, including your insurance needs.
Important items to consider when purchasing condo insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Five phases to changing unhealthy behaviors.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here are five facts about Social Security that might surprise you.