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Helpful Content
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.