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Consider a Bond Ladder for Rising Interest Rates

A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
HOT TOPIC: Rescuing America’s Safety Net

This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.