Helpful Content
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
College Savings
See how much you may need to save now to cover future college costs for your child.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.