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Helpful Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Best-Performing Asset Classes

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

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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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5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

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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.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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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