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?
Building Your Legacy
A four-step framework for building a personal legacy.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Knowing the rules may help you decide when to start benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here's a breakdown of how the federal government spends your tax money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Marriage changes everything, including your insurance needs.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.