Making the most of surprises is a great reason to work with us.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
However exciting retiring abroad may sound, it deserves considerable planning.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Military families face unique challenges, making personal finance even more critical.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.