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Helpful Content

Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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.

 

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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.

Federal Income Tax

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

Saving for College

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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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.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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