A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn a little about worldwide currency in this fun infographic
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Around the country, attitudes about retirement are shifting.
What are your options for investing in emerging markets?
What if instead of buying that vacation home, you invested the money?
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.