Knowing the limits of your plan can help provide the confidence to see it through. Investment Results Matter We test a range of investment results to provide you with potential financial outcomes. Financial Goals Change We consider multiple scenarios to account for stretch goals and to preserve the goals which are most important. Life Changes Your income, financial demands, and priorities change. We account for various possibilities in your plan. It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Retirement Traps to Avoid Beware of these traps that could upend your retirement. The Five Basics of Financial Literacy How literate are you when it comes to your finances? Brush up with these five basics. Tax Reform: Before and After What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot. Have a Question Name Email Address Phone Question Thank you! Oops!