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The Cycle of Investing Social Security: By the Numbers Where Is the Market Headed? The Business Cycle

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

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

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Saving for College 101

Here’s a crash course on saving for college.

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