Helpful Content
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Building Your Legacy
A four-step framework for building a personal legacy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.