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Preparing For the Ultimate Vacation Don't Buy The Hype A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The History of Retirement

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

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Building Your Legacy

A four-step framework for building a personal legacy.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

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

Comparing Mortgage Terms

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Tax Management Strategies

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

Retirement Plan Distributions

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

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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