MAKING TODAYS DREAMS TOMORROWS LIFESTYLE
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All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Military families face unique challenges, making personal finance even more critical.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Earnings season can move markets. What is it and why is it important?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.