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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
These food myths will really put a drain on your wallet.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are things about Social Security that might surprise you.
Here’s a guide to explain all the parts of Medicare.
Marriage changes everything, including your insurance needs.
Do you know where the idea of “retirement” comes from?
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It's easy to let investments accumulate like old receipts in a junk drawer.