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Helpful Content
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Building Your Legacy
A four-step framework for building a personal legacy.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.