Individual & Employer
"Navigating new choices
to meet your needs"
"Partnering with your fiduciary to help
your employees prepare for retirement"
Wealth Management &
Business Owner Strategies
"Guiding you through choices to help
you and your family plan for the future"
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For homeowners who think their property taxes are too high, there are ways to appeal.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here's a breakdown of how the federal government spends your tax money.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.