Helpful Content
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Saving for College
This calculator can help you estimate how much you should be saving for college.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.