FINANCIAL WELLNESS
How is yours?
We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.
The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.
Try this six-question quiz to get a better sense of your financial wellness.
Financial Wellness Questionnaire
Helpful Content
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.