Rightsizing for Retirement Ready for Retirement? The Cycle of Investing Social Security: By the Numbers

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The Keen Wealth Advantage

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Helpful Content

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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