RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Building Your Legacy

A four-step framework for building a personal legacy.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Your Cash Flow Statement

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

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

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

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

16 Wall Street Cliches in 60 Seconds

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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