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?
Helpful Content
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Markets React
When markets shift, experienced investors stick to their strategy.