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Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Bi-Weekly Payments

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprise! You’ve Got Money!

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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