Helpful Content
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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.