Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Building Your Legacy
A four-step framework for building a personal legacy.
Five strategies for managing your student debt.
This worksheet can help you estimate the costs of a four-year college program.
When to start? Should I continue to work? How can I maximize my benefit?
Four vacation destinations you might never have thought of.
Calculating your potential Social Security benefit is a three-step process.
Read this overview to learn how financial advisors are compensated.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.