When something is seasoned, it is mature, it has been tested and it has developed into a taste or an experience that is “just right”.Learn More
Sustainable is defined as the ability to be maintained at a certain standard or level.Learn More
Simplicity is the art of having command of the complex.Learn More
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Earnings season can move markets. What is it and why is it important?
Military families face unique challenges, making personal finance even more critical.
Simple steps may help you foil hackers and protect your privacy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.