Helpful Content
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Building Your Legacy
A four-step framework for building a personal legacy.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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 Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.