Helpful Content
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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?
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Rightsizing for Retirement
What does your home really cost?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.