Rightsizing for Retirement
What does your home really cost?
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Tax preparation may be the perfect time to give the household budget a check-up.
Second marriages are a trigger event to revisit any existing estate strategies.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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 some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.