A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Ascertaining the value of your business is important for a variety of reasons.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Good employee health can be great for the company’s bottom line.
What does the Tax Reform and Jobs Act mean for you?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a quick guide to checking to see if you have unclaimed money.
Even low inflation rates can pose a threat to investment returns.
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.