Helpful Content
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.