Helpful Content
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment 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.
View all presentations
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.