What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When to start? Should I continue to work? How can I maximize my benefit?
Five phases to changing unhealthy behaviors.
This worksheet can help you estimate the costs of a four-year college program.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are things about Social Security that might surprise you.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.