Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Don’t overlook the need for renter’s insurance if you rent your home.
Marriage changes everything, including your insurance needs.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here are 4 great, and sometimes unexpected, places to raise a family.
A change in your mindset during retirement may drive changes to your portfolio.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.