Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
View all articles 
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.