What is the HEROPLUS℠ Program?
The HEROPLUS℠ Program is a Length of Service Award Plan (LOSAP) designed specifically for emergency services volunteers, including volunteer firefighters and volunteer EMS workers.
The unique structure of the HEROPLUS℠ Program provides a broad choice of investments and third party administration in one simple plan.
Emergency services volunteers are the lifeblood of the communities they serve. Now, you have a way to attract and reward these dedicated volunteers with the HEROPLUS℠ Program.
The HEROPLUS℠ Program is offered in 49 states except NJ.CONTACT US
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
If you find it hard to attain personal life goals, there’s an app for that!
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It sounds simple, but paying yourself first can really pay off.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In the world of finance, the effects of the "confidence gap" can be especially apparent.