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<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
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<p>Test Your Life Insurance Knowledge</p>

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?
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<p>Investment Challenges of the Affluent Investor</p>

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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<p>What Is a Roth 401(k)?</p>

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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<p>How the Federal Reserve Works</p>

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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<p>What to Look for in a Long-Term Care Policy</p>

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
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<p>When Does Your Personal Car Become a Commercial Vehicle?</p>

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?
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<p>Making Sense Of A Home Warranty</p>

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

<p>Social Security: Maximizing Benefits</p>

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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<p>What Our Kids Can Teach us About Saving Money</p>

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.
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<p>Managing Your Lifestyle</p>

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
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<p>Making Your Tax Bracket Work</p>

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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