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Estate Management 101 Choosing a Mortgage Should You Invest in Exchange Traded Funds? A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate Are Alternative Investments Right for You? It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit When Special Care Is Needed: The Special Needs Trust Extended Care: A Patchwork of Possibilities

Helpful Content

What Is the Dividend Yield?

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

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

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?

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