Helpful Content
The Business Cycle
How will you weather the ups and downs of the business cycle?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How Income Taxes Work
A quick look at how federal income taxes work.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
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?”
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.