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Helpful Content

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How Income Taxes Work

A quick look at how federal income taxes work.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Capital Gains Tax Estimator

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

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

Home Mortgage Deduction

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

Historical Inflation

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

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

Tax Management Strategies

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

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The U.S. Credit Downgrade

This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.

Exit Strategies of the Rich and Famous

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