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Helpful Content
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.