Helpful Content
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.