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Newsletters
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Is It Time to Declare Your Financial Independence?
Here are some ideas to help pursue a life of financial freedom.
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HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.