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Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Tax Reform: Before and After

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

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

When Markets React

When markets shift, experienced investors stick to their strategy.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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