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Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

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

Comparing Mortgage Terms

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Bi-Weekly Payments

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Do You Need a Will?

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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