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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Critical Estate Documents

Critical Estate Documents

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

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Saving for College

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

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

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Power of Tax-Deferred Growth

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

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