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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Tuning Your Social Security Benefit

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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Errors and Omissions Insurance

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

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

“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.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Saving for College 101

Here’s a crash course on saving for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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