Helpful Content
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?