Trusted Wisdom for Important Financial Decisions
You can’t buy meaning in life, but money does make a difference. By mindfully planning your ﬁnances, you can work towards your most important life goals: your own enjoyment, your family’s ﬁnancial well-being, support for your community and the charities you value.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are 5 reason why you may consider working through retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In the face of divorce, making changes to insurance coverage may be overlooked.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The recent market drop is an important reminder of why it's important to take a long-term view.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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).
Principles that can help create a portfolio designed to pursue investment goals.
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 importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.