Creative strategies to structure the exit from your business and fit into your personal financial plan.
Workable options to enjoy life today, protect your family, and take charge of your financial future.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
An inside look at how marginal income tax brackets work.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?