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Resource Centers

<b>ESTATE</b>

ESTATE

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

<strong>INSURANCE</strong>

INSURANCE

A well-structured insurance strategy can help protect your
loved ones from the financial consequences of unexpected
events.

<strong>INVESTMENT</strong>

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

RETIREMENT<a href="http://www.fmgwebsites.com/3d32f35c-f6ee-406e-8e38-78eba6da6385/resource-center/retirement"></a>

RETIREMENT

Steps to consider so you can potentially accumulate the money
you'll need to pursue the retirement activities you want.

  

<strong>MONEY</strong>

MONEY

Managing your money involves more than simply making and following a budget.

<strong>TAX</strong>

TAX

Understanding tax strategies can potentially help you
better manage your overall tax situation.



<strong>LIFESTYLE</strong>

LIFESTYLE

How to strike a balance between work and leisure is just one
aspect of the wide-ranging Lifestyle matters.




INTERACTIVE FINANCIAL RESOURCES

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.
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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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What&#8217;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
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