Helpful Content
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What is a Premium?
Do you know what a Premium is?
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Combine Your Policies and Save
Some things just make perfect sense in pairs.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?