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Understand Your Estate

Understand Your Estate

50% of 50-year-olds don't have a will in place, yet 60% of Americans plan to leave an inheritance. Learn the crucial details to address when creating your own estate strategies.

59 1/2: Why is this Age So Important?

59 1/2: Why is this Age So Important?

Some research suggests that you should have at least $1 million in retirement savings to get you comfortably through a 30-year retirement.

Unlocking the Treasures to Financial Wellness

Unlocking the Treasures to Financial Wellness

You determine what you want to do and have in your life, and strict money management helps create the catalyst for shaping your future.

4 Critical Social Security Facts

4 Critical Social Security Facts

Social Security benefits represent on average a third of retirees' income.

Don't Panic

Don't Panic

During market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

Common Tax Filing Errors to Avoid

Common Tax Filing Errors to Avoid

By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes.

Take Charge of Your 401k

Take Charge of Your 401k

Many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement.

8 Timeless Principles of Investing

8 Timeless Principles of Investing

While the S&P 500 returned 9.85% for the 20-year period ending in 2015, the average investor fared worse, seeing a return of only 5.19%. Emotional decision-making was one of the factors that contributed to the difference in performance.