Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirees traveling abroad need to know that their health insurance travels with them.
Four vacation destinations you might never have thought of.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Savvy investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Explaining the SECURE Act and how the changes affect your retirement strategy.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.