Helpful Content
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?