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Articles, calculators, and insights to help you make informed financial decisions.

Retirement

Planning for a financially secure retirement with confidence.

Is a Variable Annuity Right for Me?

Pundits go on and on about how "terrible" or "wonderful" annuities are, but they never talk about if annuities are right.

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Calculators

Retirement Savings Calculator

Estimate how much you need to save for retirement.

401(k) Contribution Calculator

Calculate your optimal 401(k) contribution amount.

Investment

Strategies and insights to help you build and grow your wealth.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Calculators

Investment Return Calculator

Project potential investment returns over time.

Estate

Protecting your legacy and planning for the transfer of your wealth.

Estate Planning Basics Everyone Should Know

A well-crafted estate plan protects your family and ensures your wishes are carried out.

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Insurance

Understanding your insurance options and protecting what matters most.

Understanding Life Insurance Options

Term, whole, and universal life insurance each serve a different purpose. Here is how to choose.

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Tax

Tax-efficient strategies to help you keep more of what you earn.

Year-End Tax Planning Strategies

Smart moves you can make before December 31 to reduce your tax bill and keep more of what you earn.

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Money

Smart money management tips and financial guidance.

Surprise! You've Got Money!

Here's a quick guide to checking to see if you have unclaimed money.

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Lifestyle

Aligning your finances with the life you want to live.

Travel Tips for the Financially Savvy

How to enjoy your retirement travels without derailing your financial plan.

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Content Disclaimer: Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.