Helpful Content
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.