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Helpful Content

Insuring Your Second Home

Insuring Your Second Home

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

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Whole Life: The Key to Unlocking your Retirement

Whole Life: The Key to Unlocking your Retirement

Imagine a retirement without having to worry about money? Well, it’s possible.

 

Alternative Investments - Going Mainstream

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

5 Keys to Fiscal Fitness

These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Rightsizing for Retirement

What does your home really cost?

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