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We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Learn More
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What’s the deal with your yearly free credit report?
A change in your mindset during retirement may drive changes to your portfolio.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A letter of instruction provides additional and more personal information regarding your estate.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The market is as unpredictable as the weather. We’d love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.