Newsletters
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.