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Global and International Funds Are Alternative Investments Right for You? The Cycle of Investing Should I Invest in Gold? Where Is the Market Headed? The Rule of 72 Inflation and Your Portfolio Risk Tolerance: What’s Your Style? Leaving Your Lasting Legacy

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IRA Income

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

The Power of Interest - How Long Will it take My Money to Do

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Simple 401k

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

 

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

RE: Retirement

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Coaches

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

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