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Financial Guidance

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Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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

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

Self-Employed Retirement Plans

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

Should I Pay Off Debt or Invest?

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

Paying Off a Credit Card

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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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.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Social Security: By the Numbers

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

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Cycle of Investing

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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