Helpful Content
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
3 Ways to Save Without Tax Deferral
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.
4 Ways Whole Life Insurance Can Help with Business Expenses
Owning a small business is a dream for millions of Americans. Starting a business is exciting. It is also a huge commitment that comes with a unique set of challenges....
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.