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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Good employee health can be great for the company’s bottom line.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Why have the markets been so volatile recently?
Understanding the value of a home warranty.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.