Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What can be learned from the savings rate?
Medicare’s popular program, offering free gym membership and health education.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Check out this video to begin separating fact from fiction.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.