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A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Lifestyle considerations in creating your retirement portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It's important to understand how inflation is reported and how it can affect investments.
Calculating your potential Social Security benefit is a three-step process.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Do you have causes that you want to support with donations?
Have you explored all your options when it comes to managing your taxable income?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
An amusing and whimsical look at behavioral finance best practices for investors.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.