Understanding Today’s Financial Environment
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Helpful Content
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Building Your Legacy
A four-step framework for building a personal legacy.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Net Worth?
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
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.