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Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Sequence Risk: Preparing to Retire in a Down Market

This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Considerations When Making Gifts to Children

This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?