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.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Keys to preparing to grow wealthy together.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn all about Medicare basics in this informative and insightful article.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations?
$1 million in a diversified portfolio could help finance part of your retirement.