Helpful Content
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?