Helpful Content
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?