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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Charitable Giving: Smart from the Heart

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Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

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Strategies For Managing Student Loan Debt

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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A Penny Saved is Two Pennies Earned

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Estimate your monthly and annual income from various IRA types.

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This calculator can help you estimate how much you may need to save for retirement.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Rule of 72

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.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Saving for College 101

Here’s a crash course on saving for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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