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FINANCIAL WELLNESS

How is yours?

We all want to be physically fit. We try to watch what we eat and exercise regularly. We know that we only have one body and that if we don’t take care of it, we’ll have issues down the road.

The same is true with our financial well-being. If we don’t work to make sure that it is in good shape, we’ll have problems in the future.

Try this six-question quiz to get a better sense of your financial wellness.

Financial Wellness Questionnaire

Helpful Content

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

When Markets React

When markets shift, experienced investors stick to their strategy.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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