Helpful Content
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
How to Make Smart Debt Decisions
Making smarter decisions about debt can help you reduce stress.
Financial Hacks for Millennials: Are Credit Cards A Necessar
Having an additional payment option in your wallet comes with advantages. Say you’re strapped for cash but your preteen needs a new bike, you can simply....
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.