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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

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Helpful Content

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Saving for College 101

Here’s a crash course on saving for college.

Rightsizing for Retirement

What does your home really cost?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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