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.

Money that Buys Good Health is Never Ill Spent

Does Your Portfolio Fit Your Retirement Lifestyle?

IRA Withdrawals that Escape the 10% Tax Penalty
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.

A Living Trust Primer

What Is My Current Net Worth?

Yours, Mine, and Ours: Estate Strategies for Second Marriage
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.

How Financial Professionals Are Compensated

Do Our Biases Affect Our Financial Choices?

Earnings for All Seasons
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.

Silver Sneakers 101

Disability and Your Finances

Term vs. Permanent Life Insurance
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.

Five Most Overlooked Tax Deductions

Social Security Taxes

Tax & Estate Strategies for Married LGBTQ+ Couples
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.

Countering Counterfeit Currency

The Average American Budget

Building a Solid Financial Foundation
Calculators

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

Saving for College
