Saving for College
This calculator can help you estimate how much you should be saving for college.
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Take the Stage: Planning for All Types of Families
What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.