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Educational Videos

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Saving for College 101

Here’s a crash course on saving for college.
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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