Helpful Content
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
View all articles 
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.