Are you prepared to take advantage of the Perfect Estate Planning Storm?Read the Article
Critical Questions that everyone should ask about the state of their financial plan.Read the Article
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A four-step framework for building a personal legacy.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
To choose a plan, it’s important to ask yourself four key questions.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
When should you take your Social Security benefit?