Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Purchasing homeowners insurance is critical for protecting your home.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
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.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.