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Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Saving for Retirement

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Mortgage Terms

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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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.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Fed and How It Got That Way

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Exit Strategies of the Rich and Famous

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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