Helpful Content
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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?”
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.