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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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