Seven Steps to Consider When Creating an Estate Plan

Although most of us may not want to consider what’s going to happen after we die, an estate plan helps ensure your wishes are carried out the way you intended. Read on to learn seven steps to help you create your plan.

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Is a Roth Conversion Right for You?

One way of helping manage your post-retirement taxes is converting some of the savings in your Traditional IRA or qualified plan to a Roth IRA. Here are a few things to consider when making the decision to convert to a Roth.

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What Do I need to Know About Social Security Survivor Benefits

Social Security survivor benefits allow a widow or widower to continue receiving the Social Security payments of their spouse. Do you have a full understanding of survivor benefits? If not, this article’s for you.

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How Will Inflation Impact My Retirement Strategy?

We’ve all heard of inflation, but what does it really mean and how does it affect us (and our retirement strategies)? We break it down here.

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Five Ways Life Insurance Can Help Pay for College

When it comes to paying for your child’s college education, there are many options, including college savings plans, scholarships, or loans. But there may be one you never thought of: life insurance.

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What are the Different Types of Financial Professionals?

The financial world is filled with titles that feel related—but are they all the same? Not exactly. Here are the five primary types of financial professionals, and how each one can help you.

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