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Helpful Content

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Why You Need an Estate Strategy

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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Good employee health can be great for the company’s bottom line.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

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When Do You Need a Will?

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

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Global and International Funds

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

Jane Bond: Scaling the Ladder

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

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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