Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirees traveling abroad need to know that their health insurance travels with them.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The federal government requires deceased individuals to file a final income tax return.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tips to avoid checking in luggage on your next vacation.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Roth IRAs are tax advantaged in a different way from traditional IRAs.