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Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

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

Should I Pay Off Debt or Invest?

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

How Compound Interest Works

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Saving for College 101

Here’s a crash course on saving for college.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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