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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
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.
There are ways to improve your physical fitness without denting your fiscal fitness.
At what point can you call a personal vehicle a commercial?
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.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Three things to consider before dipping into retirement savings to pay for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.