Helpful Content
Building Your Legacy
A four-step framework for building a personal legacy.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?