All videos
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
This video discusses issues related to your retirement accounts when you move on from your job.
A couple become Retirement Plan Detectives, searching records from old employers.
Doing your research is key before buying a vacation home.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn about the difference between bulls and bears—markets, that is!
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about what risk tolerance really means in this helpful and insightful video.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial professional about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn about the importance of having an estate strategy in this helpful and informative video.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
There are thousands of ETFs available. Should you invest in them?
Preparing for the unexpected can make all the difference if your family relies on your income.
Have you explored all your options when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.