Newsletters
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Lease Payment
How much would your monthly lease payment be?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?