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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Home Mortgage Deduction

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Principles of Preserving Wealth

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

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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