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Helpful Content

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Retirement Plan Distributions

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

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

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Women and Retirement

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

Saving for College 101

Here’s a crash course on saving for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When Do You Need a Will?

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

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