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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

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

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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