Specialists Who Care
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Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Income Taxes Work
A quick look at how federal income taxes work.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
One of the most common questions people ask about Social Security is when they should start taking benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This checklist can give you a quick snapshot of how prepared you are.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.