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Helpful Content
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Rightsizing for Retirement
What does your home really cost?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Business Cycle
How will you weather the ups and downs of the business cycle?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?