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Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early

 

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Estimate Your RMD

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

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

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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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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.

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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