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Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

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

Comparing Investments

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

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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.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

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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.

16 Wall Street Cliches in 60 Seconds

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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