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    Your Financial Future 

    Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

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    Helpful Content

    When Do You Need a Will?

    When Do You Need a Will?

    When do you need a will? The answer is easy: Right Now.

    Don’t Be Your Own Worst Enemy

    Don’t Be Your Own Worst Enemy

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

    When Special Care Is Needed: The Special Needs Trust

    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

     

    Mutual Funds vs. ETFs

    Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

    Assess Life Insurance Needs

    How to help determine life insurance needs to provide for your family after you pass away.

    Can Group, Private Disability Policies Work Together?

    Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

    Insurance Needs Assessment: When You're Newly Married

    Marriage changes everything, including your insurance needs.

    Money Draining Food Myths

    These food myths will really put a drain on your wallet.

    Money that Buys Good Health is Never Ill Spent

    It's important to make sure your retirement strategy anticipates health-care expenses.

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    Doubling Your Money

    This calculator demonstrates the power of compound interest.

    Tax Freedom Day

    Assess how many days you'll work to pay your federal tax liability.

    Can I Refinance My Mortgage?

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

    What Is My Current Cash Flow?

    Assess whether you are running “in the black” or “in the red” each month.

    Taxable vs. Tax-Deferred Savings

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

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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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.

    Tax Management Strategies

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

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    An Inside Look at Retirement Living

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

    Managing Your Lifestyle

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

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    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.

    Exit Strategies of the Rich and Famous

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

    Global and International Funds

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

    The Power of Tax-Deferred Growth

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

    Are Alternative Investments Right for You?

    With alternative investments, it’s critical to sort through the complexity.

    From Boats to Brokers

    From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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