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Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement

                    

"Money won't create success, the freedom to make it will."

                              -- Nelson Mandela

Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Comparing Investments

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for College

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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?

Rightsizing for Retirement

What does your home really cost?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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