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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How Income Taxes Work
A quick look at how federal income taxes work.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.