The Key to Your Financial Future
The key to your financial future is that you do more than think about your money. You need to make decisions about your money.
Procrastination is the enemy of wealth. Every day you wait, could be hurting your financial future.
Are you at all concerned about:
- Building and managing your wealth?
- Running out of money in retirement?
- Being able to maintain your lifestyle?
- The suitability of your investments?
- The financial responsibility of caring for loved ones now or in the future?
- Leaving a financial legacy?
- Missed opportunities?
- Making and repeating your money mistakes?
- Paying more than your fair share of taxes?
- Becoming a burden on your family?
Plan. Implement. Manage.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are things about Social Security that might surprise you.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how to set up your financial goals for success? This knight does.
Do you have causes that you want to support with donations?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.