Helpful Content
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government money spends your tax money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.