Helpful Content
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
View all articles 
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Markets React
When markets shift, experienced investors stick to their strategy.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”