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Financial Guidance to Help You Enjoy Life More and Worry Les

Secrets of Estate Planning Presentation

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Three Major Estate Planning Mistakes to Avoid.

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Catch-Up Contributions

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Contributing to an IRA?

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

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

What Is the Dividend Yield?

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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There are some smart strategies that may help you pursue your investment objectives

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An Inside Look at Retirement Living

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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