Helpful Content
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
College Savings with Life Insurance
How can Life Insurance play a role in your college savings strategy?
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Income Protection for Millennials
Income protection insurance can replace earnings during a disability and recovery.
6 Tips to Live Your Best (Retired) Life
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?