FINANCIAL PLANNING & WEALTH MANAGEMENT
ACCOUNTING & TAX PLANNING
RETIREMENT PLAN CONSULTING
INSURANCE & GROUP BENEFITS
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Learn more about women taking control of their finances with this infographic.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What’s the deal with your yearly free credit report?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Purchasing homeowners insurance is critical for protecting your home.
Tax preparation may be the perfect time to give the household budget a check-up.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When markets shift, experienced investors stick to their strategy.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The market is as unpredictable as the weather. We’d love to help you prepare.
An amusing and whimsical look at behavioral finance best practices for investors.