What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional Leaving Your Lasting Legacy

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Helpful Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lots of Variables with Fixed-Rate Mortgages

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.

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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