Resources For Clients
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
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 Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Rightsizing for Retirement
What does your home really cost?
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.