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In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bridging the Confidence Gap In the world of finance, the effects of the

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

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If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

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Wondering what to tell your financial pro? Check out this quick video for guidance!

Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear.

changes everything, including your needs. Here are some things to look out for

Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

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Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

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Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

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If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

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When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

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How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Consider a bucket plan to go with your bucket list.

A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Thinking about a prepaid debit card? Consider the pros and cons.

Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.

All those years of work can add up to a small fortune. What's your strategy for your money?

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

Ben Franklin used compound interest to make big contributions to his two favorite cities.

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Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What every parent needs to know about insuring his or her .

Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

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

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What’s My 2024 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.