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Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Top New Digital Tools for Small Businesses

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

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Social Security Taxes

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Retirement Plan Distributions

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

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A Bucket Plan to Go with Your Bucket List

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Investments

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

Bridging the Confidence Gap

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

16 Wall Street Cliches in 60 Seconds

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

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