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Helpful Content

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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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.

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.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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