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Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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Perception vs. Reality

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

What does your home really cost?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

RE: Retirement

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

Jane Bond: Decoding Diversification

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

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