Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs?

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow