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Wealth management is more than just managing your investment portfolio. It’s an alignment of personal, emotional and financial decisions that allow you to take care of the important things in life. We serve as a trusted partner to individuals, families and businesses by providing proven, unbiased and independent guidance and solutions.
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
