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Helpful Content

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Saving for College 101

Here’s a crash course on saving for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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