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Helpful Content
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?