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Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Will Power

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

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Federal Income Tax

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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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Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Events on Wall Street

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

Saving for College 101

Here’s a crash course on saving for college.

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