Helpful Content
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Should I Invest in Gold?
Learning more about gold, and its history, may help you answer that question.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.