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Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Insurance Needs Assessment:When You're Married With Children

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

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

Bi-Weekly Payments

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

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5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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