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 Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Do your insurance needs stay the same when the nest empties?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
An increasing number have been developed to help individuals with their personal finances.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a quick guide to checking to see if you have unclaimed money.