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Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Helpful Content

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The History of Retirement

Do you know where the idea of “retirement” comes from?

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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How Compound Interest Works

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

Bi-Weekly Payments

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

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.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Global and International Funds

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

February 2018 Top Five

2018 could be shaping up to be an interesting year.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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