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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Investment Retirement Planning

Investment Retirement Planning

The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.


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AssetLock® Monitoring Tool

AssetLock® Personal

AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for any brokerage or investment account.  It is designed to track and inform users about the progress of their investments.

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College & Financial Aid Planning

College & Financial Aid Planning

A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.

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Helpful Content

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

 

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Good Ship IPO

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Women and Retirement

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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