Helpful Content
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Saving for College 101
Here’s a crash course on saving for college.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.