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We hope you find the answers you are looking for today! Please, take some time to look around the site - there are copies of our past newsletters, all kinds of financial calculators, research articles in the learning center to help you with a topic that interests you, and even e-seminars that you can play back to get advice about a subject that's on your mind. The content is always changing so come back often, and please contact our office with any questions that you may have!
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Ascertaining the value of your business is important for a variety of reasons.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are nearly 1,200 ETFs available. Should you invest in them?
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.