Helpful Content
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
View all articles 
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
View all presentations
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Surprises
Making the most of surprises is a great reason to work with us.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.