Newsletters
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.