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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

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

Self-Employed Retirement Plans

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

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

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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