Helpful Content
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
View all articles 
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?