Join our Medicare Webinar on November 19th at 6 pm ET!
- Are you currently or almost 65 years old?
- Do you have parents who qualify for Medicare?
- Do you receive Social Security?
If any of these apply to you, join us for a special webinar on Medicare with Medicare & Social Security expert, Cindy Lundquist!
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Understanding the value of a home warranty.
Five phases to changing unhealthy behaviors.
Beware of these traps that could upend your retirement.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
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 will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We’d love to help you prepare.