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Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Women and Retirement

Women and Retirement

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

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

TIPS for Inflation

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

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Healthcare Costs in Retirement

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

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Cost of Procrastination

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

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Social Security: By the Numbers

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

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