Are you prepared for retirement? Many of us are looking forward to enjoying the freedom retirement brings, but are you ready financially?Read More
Whether you are facing retirement, years away or already there, selecting an appropriate annuity can help provide you with tax-deferred growth as you save for retirement and plan for regular income when you’ve reached it.Read More
In the past, your income may have been enough to put your student through college without dedicated savings, but the same may not be true today.Read More
Job change or Retiring? Stay on top of your future with proper management of your individual retirement account.Read More
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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.
How Income Taxes Work
A quick look at how federal income taxes work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Marriage changes everything, including your insurance needs.
Second marriages are a trigger event to revisit any existing estate strategies.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.