Broker Check
Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance Retirement and Quality of Life

Helpful Content

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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 arrow

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos arrow