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Can Election Results Predict the Market? It May Be Time for a Financial Checkup The Richest Man in Babylon

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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Building Your Legacy

A four-step framework for building a personal legacy.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

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

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Can a Million Dollars Buy You?

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

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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