Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, PO Box 64284, St. Paul, MN 55164 (800)800-2638
Newsletters
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.