Helpful Content
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.