Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.