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Helpful Content
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Markets React
When markets shift, experienced investors stick to their strategy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.