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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A four-step framework for building a personal legacy.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
An increasing number have been developed to help individuals with their personal finances.
Bonds may outperform stocks one year only to have stocks rebound the next.
It sounds simple, but paying yourself first can really pay off.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.