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Helpful Content
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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Saving for College 101
Here’s a crash course on saving for college.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.