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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

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Systematic Withdrawals in Retirement

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

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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