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Helpful Content

Once Upon a Goal

Once Upon a Goal

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

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Social Security: Maximizing Benefits

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

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

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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.

Protecting Those Who Matter Most

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

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

To Buy or Not to Buy

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Perception vs. Reality

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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