Newsletters
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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If You Don’t Have a Will Yet, Why Not?
Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.
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HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.