Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Retirees traveling abroad need to know that their health insurance travels with them.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
The decision whether to buy or rent a home may have long-term implications.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?