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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.