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BUILT ON TRUST, DEDICATED TO SERVICE
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BUILT ON TRUST, DEDICATED TO SERVICE
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BUILT ON TRUST, DEDICATED TO SERVICE
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BUILT ON TRUST, DEDICATED TO SERVICE
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Helpful Content
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.