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Additional ResourcesRetirement

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Additional ResourcesFinancial Planning

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Additional ResourcesTax Planning

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.