Helpful Content
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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.
View all articles
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
View all presentations
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.