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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Red Flags for Tax Auditors

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

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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.

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Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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.

Rightsizing for Retirement

What does your home really cost?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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