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Financial Planning Resources

Looking for more insight? You've come to the right place.

Find articles, videos, quizzes and more on the different topics below.

Investments

<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Where Is the Market Headed?</p>

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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<p>The ABCs of Zero Coupon Bonds</p>

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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Retirement

<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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<p>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Insurance

<p>Medicare At 65+</p>

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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<p>Disability Income</p>

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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<p>Test Your Life Insurance Knowledge</p>

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Taxes

<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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<p>Five Most Overlooked Tax Deductions</p>

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.
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Estate Planning

<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>Choosing a Business Structure</p>

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Lifestyle

<p>Personal Finance Tips for Military Families</p>

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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<p>What to Do When You Lose Your Wallet</p>

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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<p>Financial Aid for Students 101</p>

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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