Helpful Content
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Resolutions to Help Build Financial Independence
Pursue financial independence in 2024 with a few simple but empowering resolutions.
Tips for Improving Your Financial Health into Retirement
Here are ten key steps to help improve your financial health and make the most of your retirement years.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Rightsizing for Retirement
What does your home really cost?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.