The Marriage of Taxes and Investing Tax Return Construction Retirement: Finding Money to Live On Your Legacy

Helpful Content

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

View all presentations arrow

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow