Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
To choose a plan, it’s important to ask yourself four key questions.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women must be ready to spend, on average, more years in retirement than men.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.