Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
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Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Life insurance proceeds are generally tax-free. But not in all cases.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
2018 could be shaping up to be an interesting year.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.