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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

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Probate can be a completely public process, or it can be managed to include as little information as possible.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much you have the potential to earn during your working years.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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Understanding the cycle of investing may help you avoid easy pitfalls.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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