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Helpful Content

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Thanks, Mom!

When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Unintentionally Disinheriting Your Spouse

When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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