Life Insurance/Wealth Preservation Planning/Financial Management
Newsletters
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
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Could There Be a Shift from Growth to Value?
While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Credit Card Debt
How Long Will It Take to Pay my Balance?