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Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.