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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.
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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding how a stock works is key to understanding your investments.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It sounds simple, but paying yourself first can really pay off.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all of your choices when it comes to managing your taxable income?
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.