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Helpful Content

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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