For Generations to Come
From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Rule of 72
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.