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Helpful Content
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
How Income Taxes Work
A quick look at how federal income taxes work.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?