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401K Rollovers

Are you prepared for retirement? Many of us are looking forward to enjoying the freedom retirement brings, but are you ready financially?

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Retirement Annuities

Whether you are facing retirement, years away or already there, selecting an appropriate annuity can help provide you with tax-deferred growth as you save for retirement and plan for regular income when you’ve reached it.

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College Planning

In the past, your income may have been enough to put your student through college without dedicated savings, but the same may not be true today.

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IRA’s

Job change or Retiring? Stay on top of your future with proper management of your individual retirement account.

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Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Comparing Mortgage Terms

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Can I Refinance My Mortgage?

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

Historical Inflation

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

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Scaling the Ladder

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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