Individual Financial Planning
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The true cost of raising a child may be far more than you expect.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The federal government requires deceased individuals to file a final income tax return.
Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
Women must be ready to spend, on average, more years in retirement than men.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.