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Retirement Planning Information

<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>Ways to Supplement Your Medicare Coverage</p>

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Financial Planning Information

<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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<p>Managing Money as a Couple</p>

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Favorite Resources

<p>Retiring in a Post-Pandemic World</p>

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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<p>What Smart Investors Know</p>

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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<p>Financial Aid for Students 101</p>

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Client Access to All Calculators

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