Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Life insurance proceeds are generally tax-free. But not in all cases.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Gaining a better understanding of municipal bonds makes more sense than ever.
A four-step framework for building a personal legacy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, covering how bond laddering works.
Three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.