Helpful Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Debt Stress
There’s a link between debt and stress.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?