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Helpful Content

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Glossary of Scam Terms

A helpful glossary of current scams.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

6 Financial Habits for a Secure and Successful Retirement

Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.

Resolutions to Help Build Financial Independence

Pursue financial independence in 2024 with a few simple but empowering resolutions.

Teaching Kids About Money Early: Financial Habits That Stick

Everyday conversations and simple habits can help kids build lasting financial skills from an early age.

Planning for the Three Stages of Retirement

Did you know there are three stages to retirement? You should plan for certain changes in lifestyle and spending patterns.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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