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Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

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

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Pay Yourself First

Pay Yourself First

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

 

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.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

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

My Retirement Savings

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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.

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Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

RE: Retirement

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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