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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Knowing your options when a CD matures can help you make a sound investment decision.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A bucket plan can help you be better prepared for a comfortable retirement.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.