Helpful Content
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Building Your Legacy
A four-step framework for building a personal legacy.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.