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Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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