Retirement planner if you're approaching retirement.

Social Security provides a basic retirement income.

It changes what you own, what you owe, & your monthly expenses.

Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

A relatively safe way to invest in stocks, bonds, or other investments.

It changes what you own, what you owe, & your monthly expenses.

Retirement planner if you're approaching retirement.

The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

A simple quiz to help you know where to get the best return on your savings.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

It changes what you own, what you owe, & your monthly expenses.

Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?

You need to show lenders that you and your home are good investments.

To get a better loan and borrow on more favorable terms.

You'll sign papers that make you responsible for the mortgage loan and monthly payment.  If buying, you'll also get title to the property.

Costs often run 3-8% of the loan amount.  Some can be split with the seller or lender.  Those you pay can often be rolled into the loan.

Build a plan to get where you want to go.

It changes what you own, what you owe, & your monthly expenses.

You need to show lenders that you and your home are good investments.

Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?

A simple quiz to help you know where to get the best return on your savings.

Build a plan to get where you want to go.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

A simple quiz to help you know where to get the best return on your savings.

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

A relatively safe way to invest in stocks, bonds, or other investments.

It changes what you own, what you owe, & your monthly expenses.

Build a plan to get where you want to go.

It changes what you own, what you owe, & your monthly expenses.

Retirement planner if you're approaching retirement.

Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?

You can have your cake, eat it, or do a bit of both.

It changes what you own, what you owe, & your monthly expenses.

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

A relatively safe way to invest in stocks, bonds, or other investments.

A simple quiz to help you know where to get the best return on your savings.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

It changes what you own, what you owe, & your monthly expenses.

Build a plan to get where you want to go.

Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?

You need to show lenders that you and your home are good investments.

You'll sign papers that make you responsible for the mortgage loan and monthly payment.  If buying, you'll also get title to the property.

Costs often run 3-8% of the loan amount.  Some can be split with the seller or lender.  Those you pay can often be rolled into the loan.

A simple quiz to help you know where to get the best return on your savings.

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

Know where your money goes, to spend smarter and live within your means.

Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

Small changes can have a big impact.

For greater peace of mind & more to spend or save.   

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

Know where your money goes, to spend smarter and live within your means.

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

For greater peace of mind & more to spend or save.   

Small changes can have a big impact.

To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.

Know where your money goes, to spend smarter and live within your means.

There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

For greater peace of mind & more to spend or save.   

Know where your money goes, to spend smarter and live within your means.

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Small changes can have a big impact.

For greater peace of mind & more to spend or save.   

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

Know where your money goes, to spend smarter and live within your means.

There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

For greater peace of mind & more to spend or save.   

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.

Know where your money goes, to spend smarter and live within your means.

For greater peace of mind & more to spend or save.   

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.

Know where your money goes, to spend smarter and live within your means.

Get what you need, without out-living your savings.

A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life.  But there are things you...

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

Small changes can have a big impact.

Know where your money goes, to spend smarter and live within your means.

Small changes can have a big impact.

To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.

For greater peace of mind & more to spend or save.   

A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

Get a personal estimate in 6 minutes or less.

The greatest challenge in retirement planning isn’t the math.  It’s our DNA.

If you don’t have a will, the court will distribute your property according to state laws.

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Most elderly Americans need care – from family, paid helpers, or a residential facility

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Get a personal estimate in 6 minutes or less.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

If you don’t have a will, the court will distribute your property according to state laws.

Disability insurance can keep you afloat if you’re unable to work.

Most elderly Americans need care – from family, paid helpers, or a residential facility

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Get a personal estimate in 6 minutes or less.

A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Disability insurance can keep you afloat if you’re unable to work.

Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

If trust and expertise is what you want, here's how to find a planner that fits the bill.

Get a personal estimate in 6 minutes or less.

Disability insurance can keep you afloat if you’re unable to work.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

Disability insurance can keep you afloat if you’re unable to work.

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Get a personal estimate in 6 minutes or less.

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

To protect yourself you need a reserve, usually about 2-4 months’ pay.

Get a personal estimate in 6 minutes or less.

Disability insurance can keep you afloat if you’re unable to work.

Most elderly Americans need care – from family, paid helpers, or a residential facility

Life Annuities, like Social Security, send you a check each month as long as you live.

Retirees spend about 20% of their income on health care.  

If you don’t have a will, the court will distribute your property according to state laws.

If trust and expertise is what you want, here's how to find a planner that fits the bill.

Social Security provides a basic retirement income.

Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

Get a personal estimate in 6 minutes or less.

Disability insurance can keep you afloat if you’re unable to work.

To protect yourself you need a reserve, usually about 2-4 months’ pay.