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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

Car Affordability

How much can you afford to pay for a car?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.