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Acres of Diamonds Surprises The Cycle of Investing

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

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

 

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Retirement Income and the Traditional Portfolio

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

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Saving for College 101

Here’s a crash course on saving for college.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Making Your Tax Bracket Work

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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