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Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Comparing Mortgage Terms

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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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.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

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.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Facts About Income Tax

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

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