Helpful Content
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
View all articles 
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
When Markets React
When markets shift, experienced investors stick to their strategy.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.