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Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?