In today’s volatile market and economy, it is important to remember that everything is transitory except our financial health, now and for the future. In order to be comfortable with the current state of the economy, talk to a financial representative that will assure you by taking specific steps and making concrete decisions so your financial health will be taken care of.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The Big Little Things: 5 Easy Ways to Protect Your Money
Put measures in place to help you replace a portion of your income if the unexpected happens.
Simple steps may help you foil hackers and protect your privacy.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A change in your mindset during retirement may drive changes to your portfolio.
Marriage changes everything, including your insurance needs.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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
What is your plan for health care during retirement?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What does your home really cost?
Investors seeking world investments can choose between global and international funds. What's the difference?