Join our Medicare Webinar on November 19th at 6 pm ET!
- Are you currently or almost 65 years old?
- Do you have parents who qualify for Medicare?
- Do you receive Social Security?
If any of these apply to you, join us for a special webinar on Medicare with Medicare & Social Security expert, Cindy Lundquist!
Helpful Content
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?