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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The item most homeowners forget on their home improvement project checklist is insurance.

Intellectual property ownership and its implications for ordinary people and estates.

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

In the face of divorce, making changes to insurance coverage may be overlooked.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Help your clients with these practical steps to make the most of their six-figure income.

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Compare two different scenarios side by side to see how they stack up over time.

See how long your current savings might last if a disability interrupted your income.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Explore how compound interest can grow your money over time with this interactive tool.

$1 million in a diversified portfolio could help finance part of your retirement.

Even low inflation rates can pose a threat to investment returns.

Understanding the cycle of investing may help you avoid easy pitfalls.

Agent Jane Bond is on the case, cracking the code on bonds.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The decision whether to buy or rent a home may have long-term implications.