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Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Volunteering in Retirement

Volunteering in Retirement

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

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Is Term Life Insurance for You?

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

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

Contributing to an IRA?

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

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5 Smart Investing Strategies

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

Retirement Plan Distributions

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

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Perception vs. Reality

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

Social Security: By the Numbers

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

When Do You Need a Will?

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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