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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

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Comparing Investments

Comparing Investments

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

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

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.

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