Helpful Content
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Saving for College 101
Here's a crash course on saving for college.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
