Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Do you understand these common mobile slang terms?
Even if you’re young and single, you should still consider protecting yourself.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When considering life insurance, it's important to understand your options.
Learn about all the parts of Medicare with this informative and enjoyable article.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.