Charlene Morrow
CLU, ChFC
Newsletters
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HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.