Helpful Content
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?