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Jane Bond: Infiltrating the Market | MLA Financial Services

http://www.mlainsurancecoverage.com/resource-center/investment/jane-bond-infiltrating-the-market

Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement.

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Our Mission Statement | MLA Financial Services

http://www.mlainsurancecoverage.com/p/mission

We offer personal, individualized service by listening and responding to each of our client's specific needs, goals and objectives. We offer a broad range of services and provide them to clients in a way that is easy to understand and use. Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do. You will be alright.

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Tax Resources | MLA Financial Services

http://www.mlainsurancecoverage.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck.

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The Cost of Procrastination | MLA Financial Services

http://www.mlainsurancecoverage.com/resource-center/retirement/the-cost-of-procrastination

The Cost of Procrastination. Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. 8220;Are you aware the registration on your car has expired? As the illustration below shows, putting off investing may put off potential returns. Source: Psychology Today, 2015. Cindy wait...

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The Fed and How It Got That Way | MLA Financial Services

http://www.mlainsurancecoverage.com/resource-center/investment/the-fed-and-how-it-got-that-way

The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? A Taxing Story: Capital Gains and Losses. Understanding how capital gains are taxed may help you refine your investment strategies. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?

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Glossary | MLA Financial Services

http://www.mlainsurancecoverage.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Team | MLA Financial Services

http://www.mlainsurancecoverage.com/team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. We also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy?

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Lifestyle | MLA Financial Services

http://www.mlainsurancecoverage.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Making the most of surprises is a great reason to work with us. Using smart management to get more of what you want and free up assets to invest. Simple steps may help you foil hackers and protect your privacy. This calcu...

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A Look at Whole Life Insurance | MLA Financial Services

http://www.mlainsurancecoverage.com/resource-center/insurance/how-does-whole-life-insurance-work

A Look at Whole Life Insurance. Whole life insurance remains in force for your whole life, as long as you remain current with your premiums. In exchange for fixed premiums, the insurance company promises to pay a set benefit when the policyholder dies. Whole life insurance policies build up cash value. 8212; effectively a cash reserve that pays a modest rate of return. This growth is tax deferred. Guarantees are based on the claims-paying ability of the issuing company. When the policyholder dies. Check ...