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Money doesn't come with an owner's manual. That's why we're here.
There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.
The good news is, we’re here to help. We want to know what’s important to you, to understand your unique challenges, and to help guide you to a secure future. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A look inside the U.S. government's statistics on household net worth.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.