Securities and insurance products offered are:
Not Insured by FDIC or any
Federal Government Agency
May Lose Value
No Bank Guarantee
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Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.
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Bond laddering is a time-tested strategy that can help manage interest rate risk.
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The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
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Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.
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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Will you be able to afford nursing home care?
