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Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
When Markets React
When markets shift, experienced investors stick to their strategy.