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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Countdown in a Down Market
The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.
The Land of Income Mobility
In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.
One Final Letter
A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.
A Question of Identity
Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.
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