Helpful Content
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
View all articles
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
View all presentations
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.