Helpful Content
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
View all articles 
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Business Cycle
How will you weather the ups and downs of the business cycle?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?