For Generations to Come
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Take the guesswork out of your IEP or SEP with this helpful article.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Learn about the risks of not having health insurance in this informative article.
Couples may be able to head off many of the problems in a marriage that money can cause.
Try these activities to keep your brain sharp.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Do you have causes that you want to support with donations?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.