Doug Massey, CLU, ChFC

There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much would your monthly lease payment be?
Will you be able to afford nursing home care?