Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.