Helpful Content
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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.