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Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Time for a Spring Cleanup: Organizing Your Financial Records

Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
Fixed for Life: What Can an Annuity Do for You?

Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Accumulation

Estimate the future value of your current savings.
Disability Income Insurance

How much Disability Income Insurance do you need?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?