Helpful Content
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Rightsizing for Retirement
What does your home really cost?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?