Helpful Content
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
College Savings
See how much you may need to save now to cover future college costs for your child.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.