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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

 

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Value vs. Growth Investing

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

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Coaches

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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