Your Independent Advocate and Guide
Social Security as we know it has changed dramatically. Many loopholes were phased out, and for those who would not reach 62 years of age by December 31, 2015, the loopholes were eliminated forever. Here are ten facts regarding the current laws.
Learn More about the full retirement age, delayed credits, collection of benefits before and after FRA, file and suspension, spousal benefits and more..Learn More
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Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Understanding the value of a home warranty.
Gaining a better understanding of municipal bonds makes more sense than ever.
A letter of instruction provides additional and more personal information regarding your estate.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
There are four very good reasons to start investing. Do you know what they are?
Your credit score may influence how much you pay for auto and home insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What does your home really cost?
Do you know how to set up your financial goals for success? This knight does.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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.