Helpful Content
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
View all articles 
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.