Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Four vacation destinations you might never have thought of.
Do you have an estate strategy? You should.
These food myths will really put a drain on your wallet.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.