How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.Financial Wellness Questionnaire
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The federal government requires deceased individuals to file a final income tax return.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.