Helpful Content
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment 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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.