Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Term insurance is the simplest form of life insurance. Here's how it works.
Explore the growing influence women wield over the economy with this handy infographic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Peer-to-peer payment apps are one of the newest ways to send money.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.