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Where Is the Market Headed? Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Estimating the Cost of College

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

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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What Is My Current Net Worth?

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

What Is the Dividend Yield?

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

Should I Pay Off Debt or Invest?

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

Can I Refinance My Mortgage?

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

Disability Income

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Coaches

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retiring the 4% Rule

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

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