Welcome to our Web site, where you'll find a wealth of information designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Term insurance is the simplest form of life insurance. Here's how it works.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women must be ready to spend, on average, more years in retirement than men.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.