Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Building Your Legacy
A four-step framework for building a personal legacy.
Building wealth requires protection from the forces of wealth destruction.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The federal government requires deceased individuals to file a final income tax return.
This worksheet can help you estimate the costs of a four-year college program.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here is a quick history of the Federal Reserve and an overview of what it does.
Around the country, attitudes about retirement are shifting.