When it is all over, and you are gone, your legacy will be defined by
two simple questions:
How many wrongs did you right, and how many people did you help
when they needed it?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.