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STEP AWAY FROM THE PACK SMART AND STEADY WINS THE RACE YOU'VE WORKED HARD FOR YOUR MONEY

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Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Gap Insurance for Leased Cars

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

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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Comparing Mortgage Terms

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

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

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Retirement Plan Distributions

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

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.

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

Tax Management Strategies

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

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Power of Compound Interest

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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 Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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