Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Second marriages are a trigger event to revisit any existing estate strategies.
Here are five facts about Social Security that are important to keep in mind.
Good employee health can be great for the company’s bottom line.
Even if you’re young and single, you should still consider protecting yourself.
Important items to consider when purchasing condo insurance.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Taking your Social Security benefits at the right time may help maximize your benefit.
A bucket plan can help you be better prepared for a comfortable retirement.