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Should You Ever Retire? Investments 18 Years Worth of Days RE: Retirement
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    Our unique approach provides clients the confidence that they have adequately addressed and created an action plan to cover any gaps that may exist in their financial lives. We help them address retirement, investments, estate, insurance and tax issues.

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Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for College

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

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

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Bursting the Bubble

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

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