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We guide your journey to a meaningful retirement.

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Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Thinking of Retiring Abroad?

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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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.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Principles of Preserving Wealth

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

Retirement Plan Distributions

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

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.

5 Smart Investing Principles

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

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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