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The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here's a breakdown of how the federal government spends your tax money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Calculating your potential Social Security benefit is a three-step process.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Lifestyle considerations in creating your retirement portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
How do the markets usually react to elections? Was the 2016 election any different?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.