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We have assembled this collection of insightful newsletters, expert market commentary, and informative links to help give you new insight into the ever-changing financial landscape and help give you the newfound confidence that can come with being a more knowledgeable investor.

MARKET COMMENTARIES

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Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle
Leaving Money to Your Kids? Consider These Inheritance Tips
How to have a valuable family conversation about your estate.
Estate & Giving
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Mortgage: Adjustable vs. Fixed Rates Comparison
Use this calculator to compare a fixed-rate mortgage to two types...
Loans
Mortgage: 15 vs. 30-Year Comparison
Determining which mortgage term is right for you can be a challen...
Loans
Mortgage Payoff Calculator
How much interest can you save by increasing your mortgage paymen...
Loans
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Mortgage Refinance Calculator
How long will it take to break even on a mortgage refinance? Use ...
Loans

 

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