Have A Question About This Topic?







Thank you! Oops!

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

What is the Value of Your Business?

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

View all articles

Can I Refinance My Mortgage?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

View all presentations

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

View all videos