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Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

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

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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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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.

Rightsizing for Retirement

What does your home really cost?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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