Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
To choose a plan, it’s important to ask yourself four key questions.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
View all articles 
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
View all calculators
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?