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Helpful Content

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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