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Life’s Financial Journey

A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Helpful Content

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Home Mortgage Deduction

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

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

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

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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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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