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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.

<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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<p>Perception vs. Reality</p>

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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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.

<p>Put It in a Letter</p>

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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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.

<p>Investing with Your Heart</p>

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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<p>Required Reading: The Economic Report of the President</p>

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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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.

<p>Planning for the Expected</p>

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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<p>A Look at Whole Life Insurance</p>

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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<p>Replacing Your Medicare Card</p>

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
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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.

<p>Federal Income Tax</p>

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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<p>You May Need to Make Estimated Tax Payments If&#8230;</p>

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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<p>How Income Taxes Work</p>

How Income Taxes Work

A quick look at how federal income taxes work.
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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.

<p>Doubling Your Money</p>

Doubling Your Money

This calculator demonstrates the power of compound interest.
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<p>The Cost of Procrastination</p>

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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<p>What to Look for in Personal Finance Apps</p>

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Calculators

<p>Roth 401(k) vs. Traditional 401(k)</p>

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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<p>Saving for College</p>

Saving for College

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

Saving for Retirement

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