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Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Rightsizing for Retirement
What does your home really cost?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?