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Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Brief History of Estate Taxes

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

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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.

My Retirement Savings

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

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

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Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Long-Term-Care Protection Strategies

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

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Richest Man in Babylon

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

The Facts About Income Tax

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

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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