Helpful Content
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?
