Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
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How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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