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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A look at the new, record-high retirement contribution limits from the IRS.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the difference between bulls and bears—markets, that is!
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.