Successfully Leading Clients Through the Financial Blinds
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
It sounds simple, but paying yourself first can really pay off.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How long does a $20 bill last?
Understanding the economy's cycles can help put current business conditions in better perspective.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There’s an alarming difference between perception and reality for current and future retirees.