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Products & Services

• Research Team

Associates

• Scott Babcock, MBA
• Mary Alice Jones
• Lisa Johnston
• Lisa P. Baer, MA
• Susan Tozier

Learning Center

Calculators

• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Savings Accumulation
• Taxable Equivalent Yield
• Net Worth

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Research Articles

• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• History of the Federal Estate Tax
• What Is a SIMPLE?
• What Is an IRA Rollover?
• What Is a Roth 401(k)?
• Why Do People Buy Annuities?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• Unforgettable Birthdays
• Will Social Security Retire Before You Do?
• Retirement Plan Distributions
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is a Required Minimum Distribution?
• How Can I Benefit from Tax-Advantaged Investments?
• What Is an Exchange-Traded Fund?
• What Is Stock?
• What Is Diversification?
• What Is a Bond?
• What Is a Stock Index?
• What Is a Mutual Fund?
• What Is an Annuity?
• What Investment Risks Should I Know About?
• What Is Dollar-Cost Averaging?
• What Are Some Tips for Managing My Money?
• How Does Inflation Affect Me?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• Do You Know Who Your Beneficiaries Are?

Glossary