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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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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.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.