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Educational Resources

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.
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Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
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Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
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Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.
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Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Calculators

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Saving for College

This calculator can help you estimate how much you should be saving for college.
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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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