When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
At what point can you call a personal vehicle commercial?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
An inside look at how marginal income tax brackets work.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.