Helpful Content
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.