Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How to help determine life insurance needs to provide for your family after you pass away.
Here are 4 great, and sometimes unexpected, places to raise a family.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Bonds may outperform stocks one year only to have stocks rebound the next.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
For women, retirement strategy is a long race. It’s helpful to know the route.
Agent Jane Bond is on the case, cracking the code on bonds.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.