A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
A quick look at how federal income taxes work.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Gaining a better understanding of municipal bonds makes more sense than ever.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Healthy habits are one of the greatest gifts to give your child.
Here's a breakdown of how the federal government spends your tax money.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.