Helpful Content
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
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."
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Rightsizing for Retirement
What does your home really cost?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.