Helpful Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.