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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Managing Your Lifestyle

Managing Your Lifestyle

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

 

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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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 Principles

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

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

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

To Buy or Not to Buy

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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