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Identify Your Goals
Organize Your Financial Information
Create a Plan of Action
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Being healthy not only makes you feel good, it may also help you financially.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.