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.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
One way to find money is to examine your current spending habits and eliminate money wasters.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is your estate in order? This short quiz may help you assess your overall strategy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
