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Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Investing with Your Heart

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

Personal Finance Tips for Military Families

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

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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