Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
How Income Taxes Work
A quick look at how federal income taxes work.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
What kind of auto insurance should you have? Do you know?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
A four-step framework for building a personal legacy.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.