Helpful Content
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.