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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Second marriages are a trigger event to revisit any existing estate strategies.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When you’re married and have children, insurance needs will be different.
One way to find money is to examine your current spending habits and eliminate money wasters.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Ascertaining the value of your business is important for a variety of reasons.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.