"The stock market is like a man and a yo yo walking up a flight of stairs. Keep your eye on the stairs."
Anonymous 2008
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Newsletters
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Car Affordability
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Long-Term Care Self Insurance
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.