Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
View all articles 
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
View all presentations
Surprises
Making the most of surprises is a great reason to work with us.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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 Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.