Wealth Management & Financial Planning
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,024.80 | +0.89% |
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All quotes are in US Eastern Time (EST).
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