Helpful Content
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
View all articles 
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.