What’s Your Risk Score?
As your family CFO, part of our job is to help you analyze and evaluate risk, then determine how much is appropriate for you and your portfolio. We do this by using Riskalyze, which represents an innovative approach to balance the risk in your portfolio against the amount of risk you’re comfortable taking. Watch a short video to learn more about how Riskalyze can help you by clicking on the image to the right, or jump right in and take the Riskalyze assessment by selecting the button below.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are four very good reasons to start investing. Do you know what they are?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Learn a little about worldwide currency in this fun infographic
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This worksheet can help you estimate the costs of a four-year college program.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When should you take your Social Security benefit?
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.