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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Use this handy calendar to remember the year’s most important financial dates.
Overview of Medicare Advantage, what’s in them, special rules, and more.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
Doing your research is key before buying a vacation home.
It’s never a bad time to speak with your financial professional about changes in your situation.
Here’s a crash course on saving for college.
A couple become Retirement Plan Detectives, searching records from old employers.