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Our site is filled with educational videos, articles, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products.
Helpful Content
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.