Helpful Content
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
View all articles 
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.