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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Stop Wasting Money

Stop Wasting Money

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

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Password Protection Strategies

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Should I Buy or Lease an Auto?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Global and International Funds

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

Understanding the SECURE Act

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

Saving for College 101

Here’s a crash course on saving for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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