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Associates

• Robbie Minor

Learning Center

Calculators

• Home Affordability
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• Cost of Retirement
• Impact of Inflation
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E-Seminars

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net

Newsletters

• HOT TOPIC: The Bull Is Back... Will It Keep Charging?
• Could You Be Responsible for Your Parents’ Nursing Home Bills?
• HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
• Debit or Credit? Pick a Card
• Consider a Roth Conversion for Tax-Free Income
• Turbulent Times: Bear Markets Come and Go
• Crisis Relief: Financial Lifelines for Affected Workers
• HOT TOPIC: The Shape of Economic Recovery
• Mid-Year Is a Great Time to Fine-Tune Your Finances
• Four Questions on the Roth Five-Year Rule
• Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
• HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
• Managing Your Workplace Retirement Plan
• Will vs. Trust: Know the Difference
• Why You Might Need Disability Income Insurance
• SECURE Act Changes That Matter to Small Employers
• Keeping Cool: Investment Strategy vs. Reaction
• Social Security May Offer a Lifetime of Protection
• The Cost of Family Caregiving
• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
• Setting a Retirement Savings Goal
• HOT TOPIC: The Coronavirus and the Global Economy
• Stay-at-Home Spouse? Consider a Spousal IRA
• Three Lessons from Retirees
• HOT TOPIC: The SECURE Act and Your Retirement Savings
• Three Generations of Retirement Strategies
• Retirement Savings: Traditional, Roth, or Both?
• Give and Receive with a Charitable Remainder Trust
• Online Shopping Tips
• Qualified Charitable Distributions
• Three Regrets of Retirees
• Medicare Open Enrollment
• Protection to Help Your Family

Research Articles

• Estate Planning
• Property Ownership
• SEP IRAs
• SIMPLE Plans
• Future of Social Security
• Social Security Income
• Self-Employed Retirement Plans
• Traditional IRAs
• Roth IRAs
• Retirement Plan Limits
• Stock
• Mutual Funds
• 529 Plans
• Term Life Insurance
• Whole Life Insurance

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• The Retirement Income Factor

Glossary

Quote Requests

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
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• Markets at a Glance
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Flipbooks