Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Second marriages are a trigger event to revisit any existing estate strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are common mistakes you can avoid when saving for retirement.
A quick look at how federal income taxes work.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Savvy investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.