Helpful Content
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
View all articles 
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
View all presentations
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.