Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Rightsizing for Retirement
What does your home really cost?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The item most homeowners forget on their home improvement project checklist is insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
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, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.