How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.Financial Wellness Questionnaire
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Medicare’s popular program, offering free gym membership and health education.
Understanding the types of extended care services—and what those services could cost—may be critical.
Here are five facts about Social Security that are important to keep in mind.
Currency has been around for a long time. Here’s a quick history lesson.
Keys to preparing to grow wealthy together.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A bucket plan can help you be better prepared for a comfortable retirement.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
What are your options for investing in emerging markets?