Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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