Helpful Content
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.