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Newsletters
- HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
- Three Market-Moving Economic Indicators to Watch
- Financial Safety Nets: Exploring Available Sources of Emergency Funds
- What’s New for 2025?
- Indexed Annuities: Potential for Growth with Some Downside Protection
- Is Tip Fatigue Wearing You Out?
- HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
- Home Energy Rebates Could Save You Money
- Would You Be Prepared for an Unplanned Early Retirement?
- A Critical Combo: Life Insurance with Long-Term Care Benefits
- Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
- A Mortgage Recast Is an Alternative to Refinancing
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Research Articles
- Weekly Market Commentary | February 10, 2025
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- Weekly Market Commentary | January 27, 2025
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- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
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- How Can I Benefit from a Charitable Remainder Trust?
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- What Is a 403(b) Plan?
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- How Can I Estimate My Future Social Security Benefits?
- What Is a Traditional IRA?
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- What Is a Roth IRA?
- What Is the Capital Gain Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- What Is an Exchange-Traded Fund?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is an Annuity?
- What College Investment Options Do I Have?
- 529 Lesson Plan: High Scores for 529 Plans
- What Advantages Does a Biweekly Mortgage Offer?
- What Are Some Smart Ways to Refinance?
- Why Purchase Life Insurance?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Does Medicare Cover?
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Videos
- Saving for College with a 529 Plan
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- ETFs vs. Mutual Funds: What's the Difference?
- The Road to Retirement Can Begin at Work
- The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
- Roth IRA Basics
- Should You Sell When the Market Drops?
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- 6 Reasons to Work with a Financial Professional
- Social Security: When Should You Claim Retirement Benefits?
- 4 Things To Do in the 4 Years Before College
- Do You Know Who Your Beneficiaries Are?
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