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Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A letter of instruction provides additional and more personal information regarding your estate.
Five strategies for managing your student debt.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Regardless of how you approach retirement, there are some things about it that might surprise you.
There are things about Social Security that might surprise you.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.