Individuals
Financial Institutions
Credit Union Members
Advisors
Understanding Today's Financial Environment
Welcome, we understand that individuals face unique challenges as they prepare for retirement.
Contact UsHelpful Content
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
View all articles 
Doubling Your Money
This calculator demonstrates the power of compound interest.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retirement Redefined
Around the country, attitudes about retirement are shifting.