Helpful Content
Saving for College 101
Here’s a crash course on saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Redirect Your Spending Fast
A spending fast can redirect your financial life.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Don't Myth Out on Whole Life
There are a lot of myths around whole life. Get the facts here.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.