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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Top New Digital Tools for Small Businesses

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

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Inflation and Your Portfolio

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Coaches

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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