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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

A Cheat Sheet for Sending Your Kid to College

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.

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

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

Bi-Weekly Payments

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

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

Principles of Preserving Wealth

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

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What Can a Million Dollars Buy You?

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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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