Helpful Content
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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.
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
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
View all articles
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Doubling Your Money
This calculator demonstrates the power of compound interest.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?