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

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Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

To Buy or Not to Buy

To Buy or Not to Buy

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

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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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.

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Coaches

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

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

To Buy or Not to Buy

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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