Helpful Content
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.