Helpful Content
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.