For You
Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®
Learn More
For Your Family
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
Learn More
For Your Business
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
Learn MoreHelpful Content
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
The 12 Steps to Living Confidently: Smart Debt Decisions
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Business Owner’s Guide to the New Normal
What’s your most pressing priority right now? This interactive guide will walk you through the process of assessing your business priorities and provide actionable insights to bring them to fruition. You can also take the self-assessment to help you get started on planning your next steps.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
View all articles 
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.