Helpful Content
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.