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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Helpful Content

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Anatomy of a Supplemental Health Plan

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

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Saving for College

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Taxable vs. Tax-Deferred Savings

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

Inflation & Retirement

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

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

Retirement Plan Distributions

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Tax Management Strategies

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Investments

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

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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?”

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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