Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Marriage changes everything, including your insurance needs.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Tips to avoid checking in luggage on your next vacation.
Good employee health can be great for the company’s bottom line.
Taking regular, periodic withdrawals during retirement can be quite problematic.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations?
Peer-to-peer payment apps are one of the newest ways to send money.