Helpful Content
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?