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Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Life and Death of a \$20 Bill

Life and Death of a \$20 Bill

How long does a $20 bill last?

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Rightsizing for Retirement

What does your home really cost?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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