Maximize Your Social Security
Using software, we analyze hundreds of possible election strategies and identify the one that offers the highest lifetime value. Electing Social Security is one of the biggest decisions you'll make about retirement. Many people stand to gain or lose more than $100,000 in benefits depending on how they make this one decision.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Medicare’s popular program, offering free gym membership and health education.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial professional about changes in your situation.