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Helpful Content
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Rightsizing for Retirement
What does your home really cost?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?