Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Fortitude Resource Library
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.