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Families
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Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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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.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?