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Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Taxable vs. Tax-Deferred Savings

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

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

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5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

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.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retiring the 4% Rule

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

RE: Retirement

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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