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The Cycle of Investing Events on Wall Street Perception vs. Reality

Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

The Best Apps in Travel

Technology tips to make your next trip even better.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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.

Home Mortgage Deduction

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

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

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Saving for College 101

Here’s a crash course on saving for college.

Investments

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

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