MAKING TODAYS DREAMS TOMORROWS LIFESTYLE
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Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Bonds may outperform stocks one year only to have stocks rebound the next.
Calculating your potential Social Security benefit is a three-step process.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Six overlooked tax deductions to help manage your tax bill.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It's important to make sure your retirement strategy anticipates health-care expenses.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A quick history of the Federal Reserve and overview of what it does.