Helpful Content
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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?”
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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.