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
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Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Regardless of how you approach retirement, there are some things about it that might surprise you.
An inside look at how marginal income tax brackets work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Knowing the rules may help you decide when to start benefits.
Calculating your potential Social Security benefit is a three-step process.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
How do the markets usually react to elections? Was the 2016 election any different?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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, discovering how bonds diversify a portfolio.
Have you found yourself suddenly single? Here are 3 steps to take right now.