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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Premiere Retirement Planning

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Helpful Content

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Universal Life Insurance

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

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.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Richest Man in Babylon

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

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Cycle of Investing

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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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