Helpful Content
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Saving for College 101
Here’s a crash course on saving for college.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?