Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
View all articles 
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
View all presentations
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rightsizing for Retirement
What does your home really cost?
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
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?