The New Wild West: Bitcoin Hero One - Hide Title Do You Feel Lucky? Perception vs. Reality


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Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.


Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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Saving for Retirement

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

Should I Pay Off Debt or Invest?

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

Should I Buy or Lease an Auto?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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 Real Cost of a Vacation Home

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

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

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Agent Jane Bond is on the case, covering how bond laddering works.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Inflation and Your Portfolio

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

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