Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How Big is Money?
Learn a little about worldwide currency in this fun infographic
When to start? Should I continue to work? How can I maximize my benefit?
Do you understand these common mobile slang terms?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important items to consider when purchasing condo insurance.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Bucket lists don’t have to be for tomorrow.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial professional about changes in your situation.