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?
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn how to address the challenges that women face when planning for retirement.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
For women, retirement strategy is a long race. It’s helpful to know the route.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.