Helpful Content
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.