Attend a Farmer & Betts Annual Seminar Near You
Our Seminars are designed for accountants and others in the financial community interested in an update on the benefits of plans under current regulations. There are no fees for these seminars which includes training materials and certificate for 2 hours continuing education credit for Insurance, CPAs and CFPs.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A few strategies that may help you prepare for the cost of higher education.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.