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Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Protection Against Uninsured Drivers

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

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Mortgage Terms

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

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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