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Helpful Content

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Mortgages in Retirement

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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

What's Your MPG?

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Credit Card Payoff

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.