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Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Social Security: By the Numbers

Social Security: By the Numbers

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

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Universal Life Insurance

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

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Real Cost of a Vacation Home

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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