Helpful Content
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.