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Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

 

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

7 Father’s Day Financial Hacks for Dads

From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Financial Hacks for Millennials: Student-Debt

Here are seven ways to reduce that debt and live more confidently.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Protect Your Retirement Income

Gain the confidence and ability to enjoy retirement the way it should be enjoyed.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Tax Freedom Day

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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