The Richest Man in Babylon What Smart Investors Know The Power of Compound Interest Should You Invest in Exchange Traded Funds?

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A Decision Not Made is Still a Decision

A Decision Not Made is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Life and Death of a $20 Bill

How long does a $20 bill last?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Healthcare Costs in Retirement

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

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Tax Management Strategies

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

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Retiring the 4% Rule

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

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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