Helpful Content
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Building Your Legacy
A four-step framework for building a personal legacy.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Rightsizing for Retirement
What does your home really cost?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.