Helpful Content
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
View all calculators
The Business Cycle
How will you weather the ups and downs of the business cycle?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.