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Estate Management 101 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 Extended Care: A Patchwork of Possibilities

Helpful Content

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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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.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Bi-Weekly Payments

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

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.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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