Understanding Today’s Financial Environment
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Helpful Content
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Building Your Legacy
A four-step framework for building a personal legacy.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.