Helpful Content
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Retirement Redefined
Around the country, attitudes about retirement are shifting.