Helpful Content
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.