Helpful Content
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
When Markets React
When markets shift, experienced investors stick to their strategy.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?