Helpful Content
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.