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Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Here are five facts about Social Security that are important to keep in mind.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifestyle considerations in creating your retirement portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What if instead of buying that home, you invested that money?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.