Helpful Content
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.