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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Is your estate in order? This short quiz may help you assess your overall strategy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
As our nation ages, many Americans are turning their attention to caring for aging parents.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.