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Helpful Content
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?