Some are expected. Some are not. And we really wouldn't want it any other way. That's what life is all about. But if we plan, we can make life more comfortable, more predictable...and hopefully, more prosperous. That's where we can help.
Here's a breakdown of how the federal government spends your tax money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
This worksheet can help you estimate the costs of a four-year college program.
Here are 5 reason why you may consider working through retirement.
Here are five facts about Social Security that are important to keep in mind.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
Peer-to-peer payment apps are one of the newest ways to send money.
Here’s a quick guide to checking to see if you have unclaimed money.
Make your retirement as exciting as your next vacation.
Agent Jane Bond is on the case, cracking the code on bonds.
