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Smart financial decisions provide you the opportunity to magnify your life’s purposes. This is not only doing what you want to do, but also doing them when you want.

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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

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Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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When to Self-Insure

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

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

5 Smart Investing Principles

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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

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

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

The Power of Compound Interest

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