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The Client Library

The Client Library is filled with multitudes of articles on multitudes of topics. From "what's a 401k?" to "What steps can I take to actually retire?"; find the answers you need, then meet with us to help make it happen.

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Annuity Comparison Calculator

Deposits into an annuity are not tax-deductible; however, you may not have to pay taxes on the interest earned until you begin making withdrawals. This tax-deferral period can have a dramatic effect on the growth of an investment. Use this calculator to compare the potential tax advantages of saving in an annuity versus an account where the interest is taxed each year.

Investing Insights Financial Literacy Calculator
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Investing 101: a Primer for Beginners

Many of us have heard the term “investments” used in many ways - and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to study them, you may not have a total understanding of what investing is, everything involved with investing or what different types of investments are out there.

Investing Financial Literacy
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