Helpful Content
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Great Retirement Savings Debate: 401(k) vs. IRA
Viewing 401(k) plans and IRA plans in either/or terms might mean a missed opportunity. You can have both.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.