Helpful Content
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
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College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.