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Educational Resources

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Rightsizing for Retirement

What does your home really cost?
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The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?
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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Doubling Your Money

This calculator demonstrates the power of compound interest.
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Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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Calculators

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Saving for College

This calculator can help you estimate how much you should be saving for college.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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