Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Five creative (and inexpensive) ideas for motivating your employees.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
This article will help your clients with blended families think and prepare their estate strategy.
A quick look at how federal income taxes work.
Information vs. instinct. Are your choices based on evidence of emotion?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
Learn about the importance of having an estate strategy in this helpful and informative video.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.