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Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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Historical Inflation

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

Paying Off a Credit Card

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

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

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.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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.

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Choosing a Mortgage

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Bucket Plan to Go with Your Bucket List

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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