Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Is your estate in order? This short quiz may help you assess your overall strategy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It may help your business be better prepared in the event of the death of a principal or key employee.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.