Advantages of Independence
Retirement
Investment Philosophy
Videos
Your Independent Advocate and Guide
Social Security as we know it has changed dramatically. Many loopholes were phased out, and for those who would not reach 62 years of age by December 31, 2015, the loopholes were eliminated forever. Here are ten facts regarding the current laws.
Learn More about the full retirement age, delayed credits, collection of benefits before and after FRA, file and suspension, spousal benefits and more..
Learn More
Sign Up for Our Weekly Commentary
Each week we will email you our commentary of the previous week's happenings in the markets.
Helpful Content
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Simple Strategies for Tax-Intelligent Cash Flow
Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
View all calculators
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.