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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Social Media: #NewestBusinessLiabilityRisk

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

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Protecting Your Home Against Flood Loss

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

How Income Taxes Work

A quick look at how federal income taxes work.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Federal Income Tax

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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