Social Security: By the Numbers Events on Wall Street Estate Management 101

 

                              

The Weaver staff hopes that you have a fantastic Easter! Enjoy your Spring!

   

 

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Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Put It in a Letter

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

What's So Great About a Rollover?

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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Assess whether you are running “in the black” or “in the red” each month.

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

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Can I Refinance My Mortgage?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

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Principles of Preserving Wealth

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5 Smart Investing Principles

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Rightsizing for Retirement

What does your home really cost?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Do You Feel Lucky?

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

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