Helpful Content
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How to Make Your Retirement Go Further as Costs Rise
Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.