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Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Saving for College
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A look at how variable rates of return impact investors over time.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What kind of auto insurance should you have? Do you know?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Gaining a better understanding of municipal bonds makes more sense than ever.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
How does your ideal retirement differ from reality, and what can we do to better align the two?