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Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Helpful Content

Is Tax Reform on the Agenda?

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Budget Check Up: Tax Time Is the Right Time

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

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Should I Buy or Lease an Auto?

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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.

The Facts About Income Tax

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

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