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Helpful Content

Annuity Comparison

Annuity Comparison

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

Disability Income

Disability Income

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

Social Security Taxes

Social Security Taxes

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

 

The Value of Diversification

Diversification could mean the difference between financial success and failure.

Tax-Advantaged Retirement Planning

Reduce your tax liability in retirement.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

How to Get Your Finances Ready for Retirement

Everyone has a vision of their retirement in their heads.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Impact of Taxes and Inflation

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate 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

Your Cash Flow Statement

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

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.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

When Do You Need a Will?

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

Retiring in a Post-Pandemic World

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

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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