Newsletters
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?