Helpful Content
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Doubling Your Money
This calculator demonstrates the power of compound interest.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?