Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Calculators & Quizzes
Test Your Estate Strategy Knowledge
How well do you know the fundamentals of estate management? Take our short quiz and see.
Test Your Life Insurance Knowledge
Life insurance is a key risk management tool that can help you pursue your financial dreams and help protect the ones you love. It also can be pretty complicated. See where you fall on your understanding of life insurance by taking this short quiz.
What’s Your Investment IQ?
Investing in the financial markets is now part of everyday life. Yet, many Americans remain in the dark about investment products and how they work. Interested in testing your knowledge?
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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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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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.