A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The Best Apps in Travel
Technology tips to make your next trip even better.
View all articles
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Determine your potential long-term care needs and how long your current assets might last.
Comparing Mortgage Terms
Estimate the total cost in today’s dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn’t the only way to look at your bucket list.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?