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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

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Rightsizing for Retirement

What does your home really cost?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?

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

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