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Gene Kline, winner of our Veterans Day drawing, receives his $50 gift card from our V.P. Jerry Zirkle. Gene served with the U.S. Navy aboard The USS J.P. Kennedy from 1956-1962. We thank him, and all our veterans for their service to our country.

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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

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Regardless of how you approach retirement, there are some things about it that might surprise you.

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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What if instead of buying that vacation home, you invested the money?

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When do you need a will? The answer is easy: Right Now.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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