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Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The federal government requires deceased individuals to file a final income tax return.
There are ways to improve your physical fitness without denting your fiscal fitness.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
There are common mistakes you can avoid when saving for retirement.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?