Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
For some, the social impact of investing is just as important as the return, perhaps more important.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
Peer-to-peer payment apps are one of the newest ways to send money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.