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Retirement Confidence

How confident are you that you will enjoy a comfortable retirement?  If you're like most people, your confidence may rise and fall with the financial markets because for most people, retirement confidence is about money.  Are you saving enough?  Have you taken advantage of all your retirement savings...(See More)

The Value of a Bond: How Interest Rate Changes Influence Bond Prices

What happens to the value of a bond when interest rates rise 1%?  The simple answer is prices go down.  And if you understand that key principle when interest rates go up, bond prices go down, you will know more than most people...(See More)

Retirement Income Factor

One general retirement guideline is that the majority of your retirement income will probably come from you and your planning efforts. This includes employer sponsored retirement plans - such as 401(k) plans, personal retirement plans such as IRAs, and other savings and investment vehicles...(See More)

Making Your Own Retirement Opportunities

About two-thirds of small-business owners fear that they are financially unprepared for retirement, yet one-third of small-business owners do not have any type of personal or business-sponsored retirement plan in place. If you are worried about your retirement prospects, it may be well worth the effort...(Read More)

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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