A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Being healthy not only makes you feel good, it may also help you financially.
Here’s a guide to explain all the parts of Medicare.
Don’t overlook the need for renter’s insurance if you rent your home.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Lifestyle considerations in creating your retirement portfolio.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.