What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
At what point can you call a personal vehicle commercial?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?