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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a crash course on saving for college.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial professional about changes in your situation.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.