Helpful Content
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Finding a Mentor
One of the most impactful steps you can take to propel your career forward is to find a mentor. Throughout life, we have had people who have guided us—our parents, teachers and coaches.
Not Your Parents’ Finances
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
Do You Have Financial Vampires in Your Life?
Financial vampires can take a lot out of you, are there any in your life?
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
View all articles 
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Business Cycle
How will you weather the ups and downs of the business cycle?
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.