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Helpful Content
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.