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Helpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.