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The Power of Compound Interest Should You Invest in Exchange Traded Funds? Where Is the Market Headed? Retiring the 4% Rule

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Protecting Your Business from the Loss of a Key Person

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.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

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

Social Security Taxes

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

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

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

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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

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

Exit Strategies of the Rich and Famous

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

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?”

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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