Smart Choices that Enhance Our Lives
Faith, family, friends and prosperity are precious. How will we choose to strengthen them? How can we make our lives richer?
Kim Bourne helps people make smart choices about money - choices to enhance the quality of life, choices that help promote family security.
Learn more about Kim at this web site, and contact her today to plan wisely for your future.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Is your estate in order? This short quiz may help you assess your overall strategy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
That big list of dreams and goals isn't the only way to look at your bucket list.