RESOURCES




The newsletter articles on this page provide valuable information on timely as well as interesting financial issues ranging across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.




The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas.




Every stage of life has its own financial needs and concerns. The life events provided on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.




Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.



The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.



The market summaries on this page are available in weekly, monthly, quarterly, and annual editions, and also include a video, multimedia version of the monthly, quarterly, and annual editions.
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 *Under current law, annuities grow tax-deferred. Annuities may be subject to taxation during the income or withdrawal phase. We do not give tax or legal advice. You should consult your own legal advisor. Withdrawals taken before age 59 and ½ may be subject to IRS penalties.


IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.