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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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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.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

To Buy or Not to Buy

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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