Helpful Content
Building Your Legacy
A four-step framework for building a personal legacy.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.