Helpful Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.