Helpful Content
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?