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"Money is to be respected. The worst thing that you can do is to manage another person's money without respect for how hard it was to earn."
T. Boone Pickens, Jr.
T. Boone Pickens, Jr.
There are ways to improve your physical fitness without denting your fiscal fitness.
This checklist can give you a quick snapshot of how prepared you are.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the value of a home warranty.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Around the country, attitudes about retirement are shifting.
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
You’ve made investments your whole life. Work with us to help make the most of them.
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?