Helpful Content

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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