How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The item most homeowners forget on their home improvement project checklist is insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
There are four very good reasons to start investing. Do you know what they are?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?