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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Rightsizing for Retirement
What does your home really cost?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.