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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

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Password Protection Strategies

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

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Choosing a Mortgage

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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