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Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

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How Compound Interest Works

How Compound Interest Works

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

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

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

Annuity Comparison

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

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.

Impact of Taxes and Inflation

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

Should I Pay Off Debt or Invest?

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

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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.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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