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Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A change in your mindset during retirement may drive changes to your portfolio.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
When do you need a will? The answer is easy: right now.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
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.