Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Around the country, attitudes about retirement are shifting.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
There’s a link between debt and stress.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The uncertainties we face in retirement can erode our sense of confidence.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Check out this video to begin separating fact from fiction.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?