Broker Check
Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.


Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.


You’ve made investments your whole life. Work with us to help make the most of them.

View all videos arrow