Helpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.