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Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

How to Invest in LGBTQ+ Friendly Companies

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

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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.

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.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

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

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