Helpful Content
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Why It Pays to Eat Healthy
For many Americans, eating “healthy” has become a priority, whether for weight loss, disease control or prevention, or just doing right by your body.
How Do You View Your Future?
Learn how your personality influences your financial views.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Tax Deductions: Catch Them All!
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
4 Ways Thinking Long-Term Can Improve Your Everyday Life
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
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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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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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.
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.
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.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.