Helpful Content
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.