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Rightsizing for Retirement To Buy or Not to Buy Your DNA Test The Cycle of Investing Perception vs. Reality The Cost of Procrastination Retiring the 4% Rule Events on Wall Street The Power of Tax-Deferred Growth

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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Where Is the Market Headed?

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?”

Debt Stress

There’s a link between debt and stress.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Annuity Comparison

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

Comparing Investments

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

Impact of Taxes and Inflation

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

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

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

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When Markets React

When markets shift, experienced investors stick to their strategy.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Global and International Funds

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

Retiring the 4% Rule

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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