Helpful Content
How Solid is Your Offensive Line?
As quarterback of your life, here’s a fun way to think about protecting your financial future.
Debt Stress
There’s a link between debt and stress.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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 Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.