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Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

Fee-Based Financial Planning

Pure unbiased advice using a detailed and comprehensive process.

Investment Planning

Guiding your savings toward reaching your goals.

Life Insurance Planning

Protecting your family the way you want to.

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Universal Life Insurance

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Rebalancing Your Portfolio

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The Utility of Sector Investing

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Term vs. Permanent Life Insurance

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How Compound Interest Works

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

My Retirement Savings

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Social Security Taxes

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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.

An Inside Look at Retirement Living

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Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Scaling the Ladder

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The Cost of Procrastination

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