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Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Thinking of Retiring Abroad?

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

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Social Security: The $64,000 Question

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

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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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.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Can I Refinance My Mortgage?

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

Bi-Weekly Payments

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

Federal Income Tax

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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