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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

 

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The Other Sure Thing

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How Compound Interest Works

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Use this calculator to better see the potential impact of compound interest on an asset.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

 

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Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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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Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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