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Five phases to changing unhealthy behaviors.

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

The average retirement lasts for 18 years. What will you do with your days?

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Reasons to retain your coverage into your retirement years.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

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

Compare two different scenarios side by side to see how they stack up over time.

See how increasing your 401(k) contributions today could affect your balance at retirement.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate how much of your Social Security benefit may be subject to federal income tax.

See how your current savings rate and contributions may grow into retirement income.

A special needs trust helps care for a special needs child when you’re gone.

Do you have causes that you want to support with donations?

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

Around the country, attitudes about retirement are shifting.

What is your plan for health care during retirement?

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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