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Estate Management 101 Events on Wall Street Choosing a Mortgage Social Security: By the Numbers Should You Invest in Exchange Traded Funds? A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate Are Alternative Investments Right for You? It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit When Special Care Is Needed: The Special Needs Trust Extended Care: A Patchwork of Possibilities

Helpful Content

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Investing with Your Heart

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

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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Should I Pay Off Debt or Invest?

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

Disability Income

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Net Worth?

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

Lifetime of Earnings

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Fruitful Retirement: Social Security Benefit

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

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