When Markets React Where Is the Market Headed? What Smart Investors Know

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Understanding the Basics of Medigap Policies

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.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.

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