Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don't let procrastination keep you from pursuing your financial dreams and goals.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The federal government requires deceased individuals to file a final income tax return.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the importance of having an estate strategy in this helpful and informative video.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
An amusing and whimsical look at behavioral finance best practices for investors.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.