Helpful Content
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Markets React
When markets shift, experienced investors stick to their strategy.




