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We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Read More
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Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
To choose a plan, it’s important to ask yourself four key questions.
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Do your insurance needs stay the same when the nest empties?
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
When should you take your Social Security benefit?
What if instead of buying that vacation home, you invested the money?
Here are five facts about Social Security that might surprise you.
Doing your research is key before buying a vacation home.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about what risk tolerance really means in this helpful and insightful video.