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Associates

• Robert Gurman, CLU®, CLTC, ChFC®, AEP, CFP®
• Rachel Callander

Learning Center

Calculators

• Mortgage Refinancing
• Mortgage Acceleration
• Cost of Retirement
• Impact of Inflation
• Retirement Portfolio Lifespan
• Savings Goals

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow

Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Gifting Strategies Are Available to Me?
• Will Social Security Retire Before You Do?
• What Are My Retirement Plan Distribution Options?
• How Should I Manage My Retirement Plan?
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Is Diversification?
• What Is a Mutual Fund?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• How Can I Save for My Child’s College Education?
• What Is Dollar-Cost Averaging?
• How Long Will It Take to Double My Money?
• What Are Some Smart Ways to Refinance?
• Is a Home Equity Loan or Line of Credit Right for Me?
• How Can I Insure My Future?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• Am I Prepared for Long-Term Care Expenses?

Glossary