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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

Disability Income

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

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Paying Off a Credit Card

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

Saving for College

This calculator can help you estimate how much you should be saving for college.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

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

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.

5 Smart Investing Principles

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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