Helpful Content
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.