Helpful Content
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
View all articles 
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Redefined
Around the country, attitudes about retirement are shifting.