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    Glossary

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Life Insurance

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

Factor-Based Investing

How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.

How a Pension Could Affect Social Security Benefits

The potential impact on Social Security benefits by the Windfall Elimination Provision and the Government Pension Offset.

Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

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