Helpful Content
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?