Employee benefit programs to help companies attract, motivate, and retain quality employees
Insurance plans to protect your assets, your income, and your life; individual health care; Medicare supplements
HR resources, benefit technology, and workforce management powered by SuiteHR
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When you’re married and have children, insurance needs will be different.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.