Are you prepared to take advantage of the Perfect Estate Planning Storm?
Read the ArticleCritical Questions that everyone should ask about the state of their financial plan.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Building Your Legacy
A four-step framework for building a personal legacy.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?