Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
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.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Savvy investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
$1 million in a diversified portfolio could help finance part of your retirement.
Preparing for the unexpected can make all the difference if your family relies on your income.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
Have you explored all your options when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.