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Helpful Content

Should You Choose a Fixed or Variable?

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.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Managing Your Lifestyle

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

5 Smart Investing Principles

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

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.

Investment Strategies for Retirement

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

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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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Inflation and Your Portfolio

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

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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