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Helpful Content

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Bi-Weekly Payments

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

How Compound Interest Works

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

Tax Management Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What to Do When You Lose Your Wallet

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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