Helping individuals and business owners take meaningful and manageable steps towards financial freedom
Newsletters
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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
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Eight Ideas for Smarter Holiday Shopping
Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.