Does your portfolio fit you?
Your Family Index Number is the rate of return necessary on your portfolio of assets to achieve your goals and objectives while maintaining resources during your anticipated lifetime.Does My Portfolio Fit Me?
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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Rightsizing for Retirement
What does your home really cost?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Apps that help small business owners better manage and grow their business.
There are ways to improve your physical fitness without denting your fiscal fitness.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
To choose a plan, it’s important to ask yourself four key questions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
How do the markets usually react to elections? Was the 2016 election any different?