07/24/2026
Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
07/22/2026
Thinking of volunteering in retirement? Some considerations.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
07/20/2026
The truth is a little more complicated with these personal finance idioms.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
07/17/2026
Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
07/15/2026
When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
07/13/2026
For a small business, the loss of a key person could cause financial hardship.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
07/10/2026
Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
07/08/2026
A few strategies that may help you maximize your Social Security income.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
07/06/2026
A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
07/03/2026
Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.