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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Let's Chat

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

Good Health is Good Business

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

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Ready for Retirement?

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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