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Helpful Content
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Surprises
Making the most of surprises is a great reason to work with us.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.