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One of the things that makes us more effective as business and financial advisors is our independence.
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Constructive
Insights and understanding that can help you better define your business and financial objectives.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?