Helpful Content
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
How to Give Generously Without Derailing Your Goals
Generosity and retirement both matter. Here's how to support the people you love without losing sight of your own goals.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?