Helpful Content
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements are designed a business against the death of a principal or key employee.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
9 Facts About Social Security
There are things about Social Security that might surprise you.
View all articles
Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.