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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Building Your Legacy
A four-step framework for building a personal legacy.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Best Apps in Travel
Technology tips to make your next trip even better.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.