A More Secure Future for Your Family
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Helpful Content
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
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.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.