Broker Check
 
UAdvisors

Is Your Portfolio right for you? Take the Riskalyze Quiz Now!

Free Portfolio Risk Analysis
 

Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Taxes

 
 

College Planning

 
 

Business Planning

 
 

RiskAlyze

 

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

U.S. Personal Savings Rate

What can be learned from the savings rate?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Pay Yourself First

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

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Compound Interest Works

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement 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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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?

The Real Cost of a Vacation Home

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow