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Michael Frost

Helpful Content

Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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