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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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Understanding Today's Financial Environment

Welcome, we understand that individuals face unique challenges as they prepare for retirement.

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Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

RE: Retirement

RE: Retirement

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

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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