Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.