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Contact UsHelpful Content
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Business Cycle
How will you weather the ups and downs of the business cycle?