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
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are four very good reasons to start investing. Do you know what they are?
One of the most common questions people ask about Social Security is when they should start taking benefits.
A change in your mindset during retirement may drive changes to your portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When do you need a will? The answer is easy: Right Now.
Preparing for the unexpected can make all the difference if your family relies on your income.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.