Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here's a breakdown of how the federal government spends your tax money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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.
There are hundreds of ETFs available. Should you invest in them?