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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Building Your Legacy
A four-step framework for building a personal legacy.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Surprises
Making the most of surprises is a great reason to work with us.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.