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Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.