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Shortchanging yourself on Social Security?Learn More
Got asset protection? How safe is your wealth from financial predators?Learn More
How sunny is your retirement forecast?Learn More
Are excessive taxes bleeding your wealth?Learn More
Got annuities? Could hidden costs and fees be killing your returns?Learn More
Will hidden risks & costs sabotage your investment plan?Learn More
Financial Education Library – wealth wisdom organized by category for quick searches and fast learning
|Investment Management||Asset Protection||Estate Planning||Retirement Funding|
|Tax Reduction||Financial Planning||Choosing Advisors||Insurance & Annuities|
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Jeff Camarda is “one of the best financial advisors in America…best people in the business…truly great financial advisors…accepted in the industry…(as) top 1%...(set) the highest standards of their profession.” – Barrons
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate