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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Your credit score may influence how much you pay for auto and home insurance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
A four-step framework for building a personal legacy.
A letter of instruction provides additional and more personal information regarding your estate.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations? Here are three tips.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are hundreds of ETFs available. Should you invest in them?