Helpful Content
Saving for College 101
Here’s a crash course on saving for college.
Rightsizing for Retirement
What does your home really cost?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.