Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Building Your Legacy
A four-step framework for building a personal legacy.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Are women prepared for a 20-year retirement?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
This article will help your clients with blended families think and prepare their estate strategy.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are five facts about Social Security that are important to keep in mind.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
When you retire, how will you treat your next chapter?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here’s a crash course on saving for college.