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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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