Broker Check

What's New?

Check back periodically for new content and interactive learning tools.

<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
<p>Planning for the Expected</p>

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
<p>Caring for Aging Parents</p>

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
<p>How Big is Money?</p>

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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.