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Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.