Financial Planning Strategies
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Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
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Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
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Good News, Bad News for Boomer Retirement
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.
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Income for the Long Run
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.