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Helpful Content

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

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

Federal Income Tax

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

How Compound Interest Works

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

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Tax Management Strategies

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Retiring the 4% Rule

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

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