Helpful Content
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
February 2018 Top Five
2018 could be shaping up to be an interesting year.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Rightsizing for Retirement
What does your home really cost?