Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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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.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.