The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn a little about worldwide currency in this fun infographic
One way to find money is to examine your current spending habits and eliminate money wasters.
At what point can you call a personal vehicle commercial?
Second marriages are a trigger event to revisit any existing estate strategies.
Even if you’re young and single, you should still consider protecting yourself.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The decision whether to buy or rent a home may have long-term implications.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.