Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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
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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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?