Helpful Content
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
View all articles 
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
View all presentations
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”