Helpful Content
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
12 Things to do Before the Ball Drops
The year’s end is the perfect time to do these 12 things.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?