Helpful Content
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How Income Taxes Work
A quick look at how federal income taxes work.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Surprises
Making the most of surprises is a great reason to work with us.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.