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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

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

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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.

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