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Helpful Content
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Couples and Money
Did you know money is a leading cause for break-ups and divorce among couples?
8 Financial Lessons from the Big (and Little) Screen
Financial lessons from movies and TV.
Tax-Advantaged Health Care Planning for Retirement
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Ask a Financial Professional: Couples & Money
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
Business Succession Planning Blueprint
Is succession a part of your strategic business plan? It should be.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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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?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Saving for College 101
Here’s a crash course on saving for college.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?