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Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Inflation - Back to the Future

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

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Contributing to an IRA?

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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