Helpful Content
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?