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Financial Education

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Retirement Planning 

<p>Saving for Retirement</p>

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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<p>Important Birthdays Over 50</p>

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Investment Resources

<p>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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<p>TIPS for Inflation</p>

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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<p>The Utility of Sector Investing</p>

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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<p>The Great Debate Continues: Active vs. Passive</p>

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Tax Resources

<p>Social Security Taxes</p>

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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<p>How to Make the Tax Code Work for You</p>

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>Home Mortgage Deduction</p>

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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Estate Planning

<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Additional Resources

Financial Terms Glossary

You may not be familiar with financial terms while you're learning, and that's ok. Check out the glossary to discover more. 

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The Paladin Blog

Additional articles and blog posts ranging from Weekly Market Updates to Medicare Planning.

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