Helpful Content
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
View all articles 
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?