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Understanding the SECURE Act The Long Run: Women and Retirement When Markets React Once Upon a Goal

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Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

 

How Will Working Affect Social Security Benefits?

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

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Traditional vs. Roth IRA

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

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What Is the Dividend Yield?

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

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

Your Cash Flow Statement

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

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.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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