Helpful Content
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Rightsizing for Retirement
What does your home really cost?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
View all articles 
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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
Emerging Market Opportunities
What are your options for investing in emerging markets?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?