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Pay-It-Foward July 2015 Economic Update

Helpful Content

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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