An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Investment account consolidation is important to consider for estate planning.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Imagine a retirement without having to worry about money? Well, it’s possible.
Second marriages are a trigger event to revisit any existing estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Pundits say a lot of things about the markets. Let's see if you can keep up.