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Social Security: By the Numbers Should You Ever Retire? The Cycle of Investing The Other Sure Thing The Cost of Procrastination Where Is the Market Headed? The Power of Compound Interest

Helpful Content

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Long-Term-Care Needs

Long-Term-Care Needs

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

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Stop Wasting Money

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

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How Compound Interest Works

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Bi-Weekly Payments

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

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

What Is My Current Cash Flow?

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

When Markets React

When markets shift, experienced investors stick to their strategy.

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