New Families


Saving for Education

Budgeting and funding options

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Helping Children Build Financial Skills

Lessons that will last a lifetime

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Municipal Bonds

For any balanced, well-diversified investment portfolio

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Stretch IRA

A way to pass wealth to heirs

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Saving is Not Enough

November 1, 2013 -

Find an investment style that complements your appetite for risk

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A thorough and objective approach to planning

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Pre-Refunded Municipal Bonds

High credit quality from escrowed securities

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One Goal

October 21, 2013 -

Steps for achieving success

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All in the Family

October 21, 2013 -

Transferring property to the next generation

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Comparing Fixed Income Products

The right bonds for specific investment strategies

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3 Reasons to Add ETFs to Your Portfolio

October 1, 2013 -

Innovative offerings in equities, fixed income and alternatives have made ETFs one of the fastest-growing investment vehicles in the financial industry.

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529 College Savings Plans

Earnings grow free of federal income tax

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Asset Allocation

Develop and maintain a diversified portfolio

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Life: The Only Constant is Change

July 25, 2013 -

Changing circumstances may lead to updated insurance needs

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The Portfolio Balancing Act

July 8, 2013 -

Improve returns and reduce risk through rebalancing

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Foreign Investing

April 24, 2013 -

Global diversification in a global economy

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Is It Time To Take Stock?

March 29, 2013 -

Consider current opportunities in U.S. equities

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ATRA and Estate Taxes

January 23, 2013 -

Changes from the American Taxpayer Relief Act

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