Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Many small businesses are one person businesses.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
An overview of some fundamental steps when a loved one passes.
A four-step framework for building a personal legacy.
Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.