Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
The uncertainties we face in retirement can erode our sense of confidence.
Here are 4 great, and sometimes unexpected, places to raise a family.
When to start? Should I continue to work? How can I maximize my benefit?
A four-step framework for building a personal legacy.
Five creative (and inexpensive) ideas for motivating your employees.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?