Newsletters
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Look Out for Observation Care
The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?