For You
Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®
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For Your Family
Protect the ones you love financially. Keep your family safe, no matter what the future brings.
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For Your Business
Build a great business. Protect it and take good care of the people who help it thrive. Including you.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Financial Empowerment for Women
Tips on how women can gain financial confidence.
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Building Your Legacy
A four-step framework for building a personal legacy.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.