Helpful Content
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.