Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
Get the facts about guaranteed retirement income.
Your life doesn't stop when your career does. The one thing you don't want to stop, is your paycheck.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
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
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.