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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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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.