Stephen Wagstaff

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Yours, Mine, and Ours: Estate Strategies for Second Marriages Second marriages are a trigger event to revisit any existing estate strategies.

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Your needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

[Video] Agent Jane Bond wants you to know about the basics of the .

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Budgeting After a Divorce Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

Agent Jane Bond wants you to know about how can be to generate .

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

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

Three important questions to consider before you start taking .

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

Some diets lighten nothing but your wallet. Here’s a few to avoid.

Money Draining Food Myths These food myths will really put a drain on your wallet.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

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Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

Monthly Memberships A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

Even if you’re and single, you should still consider yourself with .

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Dog Bites Neighbor. Now What? Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Social Security: Retirement's main source of income or monthly bonus? You decide.

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.

Before retiring early, take a look at the cold, hard facts.

How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.

How will your investments weather the ups and downs of the business cycle?

The Business Cycle How will you weather the ups and downs of the business cycle?

Terrible or wonderful; Could a variable annuity be right for you?

Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.