Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Knowing the rules may help you decide when to start benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Retirees traveling abroad need to know that their health insurance travels with them.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: Right Now.
Have you explored all your options when it comes to managing your taxable income?