Helpful Content
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
View all articles
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?