Our team of dedicated advisors help you customize planning solutions for reaching your family's specific financial objectives.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Try these activities to keep your brain sharp.
Your credit score may influence how much you pay for auto and home insurance.
What kind of auto insurance should you have? Do you know?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.