Helpful Content
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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 Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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2017 Year in Review
Take a look at this 2017 Market Recap.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Rightsizing for Retirement
What does your home really cost?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.