Broker Check

What's New?

Check back periodically for new content and interactive learning tools.

<p>Where Is the Market Headed?</p>

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?”
<p>Understanding the Basics of Medigap Policies</p>

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
<p>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
<p>Budgeting After a Divorce</p>

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

OUR FAVORITE CALCULATORS:

<p>Should I Pay Off Debt or Invest?</p>

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
<p>How Compound Interest Works</p>

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
<p>Contributing to an IRA?</p>

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.
<p>Estimate Your RMD</p>

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
<p>Saving for Retirement</p>

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
<p>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
<p>Roth 401(k) vs. Traditional 401(k)</p>

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
<p>What Is My Life Expectancy?</p>

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.
<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.