Helpful Content
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?