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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

 

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Surprises

Making the most of surprises is a great reason to work with us.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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