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A Bucket Plan to Go with Your Bucket List When Do You Need a Will? A Fruitful Retirement: Social Security Benefit Coaches

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Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Retirement Income and the Traditional Portfolio

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

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What to Do When You Lose Your Wallet

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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