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We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
How Income Taxes Work
A quick look at how federal income taxes work.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
These food myths will really put a drain on your wallet.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What can be learned from the savings rate?
Estimate how much of your Social Security benefit may be considered taxable.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.