Broker Check

What's New?

Check back periodically for new content and interactive learning tools.

<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
<p>How to Retire Early</p>

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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>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.