Helpful Content
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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."
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
View all articles 
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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?”
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Markets React
When markets shift, experienced investors stick to their strategy.