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Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

 

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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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.

Bi-Weekly Payments

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

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

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.

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5 Smart Investing Principles

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

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Retiring the 4% Rule

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Richest Man in Babylon

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

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The Junk Drawer Approach to Investing

It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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