Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A four-step framework for building a personal legacy.
Understanding how a stock works is key to understanding your investments.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Around the country, attitudes about retirement are shifting.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.