Resources For Clients
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.
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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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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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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.